GWMIA
Global Wealth Management Investment Advisory’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,774
| Closed | -$587K | – | 149 |
|
|
2024
Q4 | $587K | Buy |
4,774
+585
| +14% | +$71.9K | 0.12% | 113 |
|
|
2024
Q3 | $566K | Buy |
4,189
+458
| +12% | +$61.9K | 0.12% | 113 |
|
|
2024
Q2 | $449K | Buy |
3,731
+306
| +9% | +$36.8K | 0.1% | 117 |
|
|
2024
Q1 | $440K | Buy |
3,425
+129
| +4% | +$16.6K | 0.11% | 117 |
|
|
2023
Q4 | $441K | Buy |
3,296
+240
| +8% | +$32.1K | 0.11% | 120 |
|
|
2023
Q3 | $362K | Buy |
3,056
+312
| +11% | +$36.9K | 0.1% | 120 |
|
|
2023
Q2 | $358K | Buy |
2,744
+182
| +7% | +$23.7K | 0.1% | 122 |
|
|
2023
Q1 | $361K | Sell |
2,562
-22
| -0.9% | -$3.1K | 0.11% | 117 |
|
|
2022
Q4 | $370K | Buy |
2,584
+203
| +9% | +$29K | 0.12% | 112 |
|
|
2022
Q3 | $322K | Buy |
2,381
+262
| +12% | +$35.4K | 0.11% | 112 |
|
|
2022
Q2 | $338K | Buy |
2,119
+298
| +16% | +$47.5K | 0.11% | 114 |
|
|
2022
Q1 | $319K | Buy |
1,821
+252
| +16% | +$44.1K | 0.1% | 124 |
|
|
2021
Q4 | $329K | Buy |
1,569
+236
| +18% | +$49.5K | 0.1% | 118 |
|
|
2021
Q3 | $247K | Buy |
1,333
+227
| +21% | +$42.1K | 0.08% | 125 |
|
|
2021
Q2 | $190K | Buy |
1,106
+440
| +66% | +$75.6K | 0.06% | 130 |
|
|
2021
Q1 | $100K | Buy |
666
+114
| +21% | +$17.1K | 0.04% | 163 |
|
|
2020
Q4 | $84K | Buy |
552
+55
| +11% | +$8.37K | 0.03% | 157 |
|
|
2020
Q3 | $70K | Buy |
+497
| New | +$70K | 0.03% | 159 |
|