Heritage Wealth Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-400
| Closed | -$47.3K | – | 592 |
|
|
2023
Q3 | $47.3K | Hold |
400
| – | – | ﹤0.01% | 307 |
|
|
2023
Q2 | $52.2K | Hold |
400
| – | – | ﹤0.01% | 320 |
|
|
2023
Q1 | $56.4K | Sell |
400
-400
| -50% | -$56.4K | ﹤0.01% | 306 |
|
|
2022
Q4 | $114K | Hold |
800
| – | – | 0.01% | 253 |
|
|
2022
Q3 | $108K | Hold |
800
| – | – | 0.01% | 246 |
|
|
2022
Q2 | $127K | Hold |
800
| – | – | 0.01% | 238 |
|
|
2022
Q1 | $140K | Hold |
800
| – | – | 0.01% | 222 |
|
|
2021
Q4 | $168K | Hold |
800
| – | – | 0.01% | 217 |
|
|
2021
Q3 | $148K | Hold |
800
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $137K | Hold |
800
| – | – | 0.01% | 227 |
|
|
2021
Q1 | $120K | Hold |
800
| – | – | 0.01% | 246 |
|
|
2020
Q4 | $122K | Hold |
800
| – | – | 0.01% | 238 |
|
|
2020
Q3 | $112K | Hold |
800
| – | – | 0.01% | 196 |
|
|
2020
Q2 | $109K | Hold |
800
| – | – | 0.02% | 197 |
|
|
2020
Q1 | $99.9K | Hold |
800
| – | – | 0.02% | 189 |
|
|
2019
Q4 | $120K | Buy |
+800
| New | +$120K | 0.02% | 212 |
|