HFM
Harvest Fund Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
1,779
| – | – | 0.01% | 312 |
|
|
2025
Q1 | $229K | Buy |
+1,779
| New | +$229K | 0.01% | 350 |
|
|
2024
Q2 | – | Sell |
-1,061
| Closed | -$136K | – | 747 |
|
|
2024
Q1 | $136K | Buy |
+1,061
| New | +$136K | 0.01% | 379 |
|
|
2023
Q4 | – | Sell |
-227
| Closed | -$27K | – | 701 |
|
|
2023
Q3 | $27K | Hold |
227
| – | – | ﹤0.01% | 460 |
|
|
2023
Q2 | $30K | Hold |
227
| – | – | 0.01% | 473 |
|
|
2023
Q1 | $32K | Hold |
227
| – | – | 0.01% | 537 |
|
|
2022
Q4 | $32K | Hold |
227
| – | – | 0.01% | 547 |
|
|
2022
Q3 | $31K | Hold |
227
| – | – | 0.01% | 488 |
|
|
2022
Q2 | $36K | Buy |
+227
| New | +$36K | 0.01% | 456 |
|
|
2021
Q2 | – | Sell |
-315
| Closed | -$47K | – | 836 |
|
|
2021
Q1 | $47K | Hold |
315
| – | – | ﹤0.01% | 430 |
|
|
2020
Q4 | $47K | Buy |
+315
| New | +$47K | ﹤0.01% | 371 |
|
|
2020
Q2 | – | Sell |
-361
| Closed | -$45K | – | 509 |
|
|
2020
Q1 | $45K | Buy |
361
+284
| +369% | +$35.4K | 0.01% | 312 |
|
|
2019
Q4 | $12K | Sell |
77
-169
| -69% | -$26.3K | ﹤0.01% | 391 |
|
|
2019
Q3 | $37K | Buy |
+246
| New | +$37K | ﹤0.01% | 316 |
|
|
2018
Q2 | – | Sell |
-300
| Closed | -$27K | – | 334 |
|
|
2018
Q1 | $27K | Sell |
300
-200
| -40% | -$18K | ﹤0.01% | 212 |
|
|
2017
Q4 | $46K | Hold |
500
| – | – | 0.01% | 182 |
|
|
2017
Q3 | $43K | Hold |
500
| – | – | 0.01% | 161 |
|
|
2017
Q2 | $44K | Sell |
500
-200
| -29% | -$17.6K | 0.01% | 168 |
|
|
2017
Q1 | $56K | Sell |
700
-800
| -53% | -$64K | 0.01% | 132 |
|
|
2016
Q4 | $115K | Buy |
+1,500
| New | +$115K | 0.03% | 92 |
|