Foster & Motley’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,748
| Closed | -$234K | – | 401 |
|
|
2023
Q4 | $234K | Sell |
1,748
-1,976
| -53% | -$265K | 0.02% | 368 |
|
|
2023
Q3 | $441K | Sell |
3,724
-4,217
| -53% | -$499K | 0.04% | 281 |
|
|
2023
Q2 | $1.04M | Buy |
7,941
+2,051
| +35% | +$268K | 0.08% | 216 |
|
|
2023
Q1 | $830K | Buy |
5,890
+2,197
| +59% | +$310K | 0.07% | 237 |
|
|
2022
Q4 | $528K | Sell |
3,693
-1,143
| -24% | -$163K | 0.05% | 270 |
|
|
2022
Q3 | $654K | Sell |
4,836
-556
| -10% | -$75.2K | 0.06% | 227 |
|
|
2022
Q2 | $859K | Sell |
5,392
-301
| -5% | -$48K | 0.08% | 211 |
|
|
2022
Q1 | $998K | Buy |
5,693
+1,820
| +47% | +$319K | 0.08% | 195 |
|
|
2021
Q4 | $813K | Buy |
+3,873
| New | +$813K | 0.06% | 205 |
|