IOOF
Independent Order of Foresters’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-11,900
| Closed | -$1.09M | – | 77 |
|
|
2018
Q1 | $1.09M | Hold |
11,900
| – | – | 1% | 27 |
|
|
2017
Q4 | $1.1M | Buy |
11,900
+2,000
| +20% | +$186K | 0.98% | 26 |
|
|
2017
Q3 | $848K | Hold |
9,900
| – | – | 0.7% | 33 |
|
|
2017
Q2 | $868K | Sell |
9,900
-1,917
| -16% | -$168K | 0.72% | 34 |
|
|
2017
Q1 | $949K | Hold |
11,817
| – | – | 0.81% | 33 |
|
|
2016
Q4 | $906K | Buy |
11,817
+3,060
| +35% | +$235K | 0.76% | 33 |
|
|
2016
Q3 | $687K | Buy |
8,757
+5,557
| +174% | +$436K | 0.56% | 40 |
|
|
2016
Q2 | $245K | Hold |
3,200
| – | – | 0.18% | 77 |
|
|
2016
Q1 | $229K | Hold |
3,200
| – | – | 0.17% | 83 |
|
|
2015
Q4 | $219K | Buy |
+3,200
| New | +$219K | 0.17% | 79 |
|
|
2014
Q3 | – | Sell |
-1,340
| Closed | -$67K | – | 131 |
|
|
2014
Q2 | $67K | Hold |
1,340
| – | – | 0.06% | 107 |
|
|
2014
Q1 | $60K | Hold |
1,340
| – | – | 0.06% | 104 |
|
|
2013
Q4 | $57K | Hold |
1,340
| – | – | 0.06% | 104 |
|
|
2013
Q3 | $57K | Hold |
1,340
| – | – | 0.06% | 106 |
|
|
2013
Q2 | $67K | Buy |
+1,340
| New | +$67K | 0.07% | 101 |
|