Glassman Wealth Services’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-91
| Closed | -$12.3K | – | 198 |
|
|
2024
Q3 | $12.3K | Buy |
+91
| New | +$12.3K | ﹤0.01% | 142 |
|
|
2024
Q1 | – | Sell |
-76
| Closed | -$10.2K | – | 1613 |
|
|
2023
Q4 | $10.2K | Sell |
76
-70
| -48% | -$9.36K | ﹤0.01% | 879 |
|
|
2023
Q3 | $17.3K | Sell |
146
-38
| -21% | -$4.5K | ﹤0.01% | 691 |
|
|
2023
Q2 | $24K | Sell |
184
-6
| -3% | -$783 | ﹤0.01% | 579 |
|
|
2023
Q1 | $26.8K | Buy |
190
+8
| +4% | +$1.13K | ﹤0.01% | 563 |
|
|
2022
Q4 | $26K | Buy |
182
+97
| +114% | +$13.9K | ﹤0.01% | 596 |
|
|
2022
Q3 | $12K | Sell |
85
-27
| -24% | -$3.81K | ﹤0.01% | 753 |
|
|
2022
Q2 | $18K | Sell |
112
-15
| -12% | -$2.41K | ﹤0.01% | 665 |
|
|
2022
Q1 | $22K | Buy |
127
+26
| +26% | +$4.5K | ﹤0.01% | 622 |
|
|
2021
Q4 | $21K | Hold |
101
| – | – | ﹤0.01% | 602 |
|
|
2021
Q3 | $19K | Hold |
101
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $17K | Hold |
101
| – | – | ﹤0.01% | 624 |
|
|
2021
Q1 | $15K | Sell |
101
-89
| -47% | -$13.2K | ﹤0.01% | 608 |
|
|
2020
Q4 | $29K | Buy |
190
+188
| +9,400% | +$28.7K | 0.01% | 433 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1487 |
|
|
2020
Q2 | $0 | Sell |
2
-6
| -75% | – | ﹤0.01% | 1517 |
|
|
2020
Q1 | $1K | Buy |
8
+2
| +33% | +$250 | ﹤0.01% | 987 |
|
|
2019
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1037 |
|