Gideon Capital Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-7,161
| Closed | -$1.08M | – | 190 |
|
2019
Q4 | $1.08M | Buy |
+7,161
| New | +$1.08M | 0.37% | 105 |
|
2018
Q2 | – | Sell |
-3,368
| Closed | -$308K | – | 482 |
|
2018
Q1 | $308K | Buy |
+3,368
| New | +$308K | 0.19% | 222 |
|
2015
Q2 | – | Sell |
-3,892
| Closed | -$260K | – | 315 |
|
2015
Q1 | $260K | Buy |
+3,892
| New | +$260K | 0.1% | 195 |
|