High Net Worth Advisory Group’s Sun Communities SUI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-494
| Closed | -$70.6K | – | 530 |
|
2022
Q4 | $70.6K | Hold |
494
| – | – | 0.03% | 281 |
|
2022
Q3 | $67K | Hold |
494
| – | – | 0.03% | 283 |
|
2022
Q2 | $79K | Hold |
494
| – | – | 0.03% | 267 |
|
2022
Q1 | $87K | Hold |
494
| – | – | 0.03% | 264 |
|
2021
Q4 | $104K | Buy |
+494
| New | +$104K | 0.04% | 250 |
|