Focused Wealth Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-975
| Closed | -$137K | – | 841 |
|
|
2020
Q3 | $137K | Sell |
975
-25
| -3% | -$3.51K | 0.03% | 186 |
|
|
2020
Q2 | $136K | Hold |
1,000
| – | – | 0.03% | 176 |
|
|
2020
Q1 | $125K | Hold |
1,000
| – | – | 0.04% | 166 |
|
|
2019
Q4 | $150K | Hold |
1,000
| – | – | 0.04% | 201 |
|
|
2019
Q3 | $148K | Hold |
1,000
| – | – | 0.04% | 183 |
|
|
2019
Q2 | $128K | Buy |
+1,000
| New | +$128K | 0.03% | 205 |
|