Gradient Investments’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26
| Closed | -$3.13K | – | 1166 |
|
|
2024
Q2 | $3.13K | Hold |
26
| – | – | ﹤0.01% | 921 |
|
|
2024
Q1 | $3.34K | Sell |
26
-6
| -19% | -$771 | ﹤0.01% | 781 |
|
|
2023
Q4 | $4.28K | Hold |
32
| – | – | ﹤0.01% | 1033 |
|
|
2023
Q3 | $3.79K | Buy |
32
+6
| +23% | +$710 | ﹤0.01% | 1021 |
|
|
2023
Q2 | $3.39K | Buy |
+26
| New | +$3.39K | ﹤0.01% | 1043 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$28K | – | 1176 |
|
|
2020
Q3 | $28K | Hold |
200
| – | – | ﹤0.01% | 508 |
|
|
2020
Q2 | $27K | Buy |
+200
| New | +$27K | ﹤0.01% | 482 |
|