FAM
Formidable Asset Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,743
| Closed | -$811K | – | 407 |
|
|
2024
Q2 | $811K | Sell |
6,743
-628
| -9% | -$75.6K | 0.13% | 152 |
|
|
2024
Q1 | $948K | Buy |
7,371
+984
| +15% | +$127K | 0.15% | 138 |
|
|
2023
Q4 | $854K | Buy |
6,387
+1,736
| +37% | +$232K | 0.18% | 110 |
|
|
2023
Q3 | $550K | Sell |
4,651
-677
| -13% | -$80.1K | 0.12% | 158 |
|
|
2023
Q2 | $695K | Buy |
5,328
+388
| +8% | +$50.6K | 0.15% | 137 |
|
|
2023
Q1 | $696K | Buy |
4,940
+135
| +3% | +$19K | 0.15% | 135 |
|
|
2022
Q4 | $687K | Buy |
4,805
+630
| +15% | +$90.1K | 0.16% | 123 |
|
|
2022
Q3 | $564K | Buy |
4,175
+77
| +2% | +$10.4K | 0.13% | 137 |
|
|
2022
Q2 | $652K | Buy |
4,098
+2,018
| +97% | +$321K | 0.15% | 126 |
|
|
2022
Q1 | $365K | Buy |
+2,080
| New | +$365K | 0.07% | 236 |
|