Institutional & Family Asset Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-60
| Closed | -$8K | – | 772 |
|
|
2022
Q3 | $8K | Hold |
60
| – | – | ﹤0.01% | 412 |
|
|
2022
Q2 | $10K | Hold |
60
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $11K | Buy |
60
+5
| +9% | +$917 | ﹤0.01% | 428 |
|
|
2021
Q4 | $12K | Hold |
55
| – | – | ﹤0.01% | 425 |
|
|
2021
Q3 | $10K | Hold |
55
| – | – | ﹤0.01% | 550 |
|
|
2021
Q2 | $9K | Hold |
55
| – | – | ﹤0.01% | 616 |
|
|
2021
Q1 | $8K | Buy |
55
+6
| +12% | +$873 | ﹤0.01% | 610 |
|
|
2020
Q4 | $7K | Buy |
49
+5
| +11% | +$714 | ﹤0.01% | 602 |
|
|
2020
Q3 | $6K | Hold |
44
| – | – | ﹤0.01% | 565 |
|
|
2020
Q2 | $6K | Sell |
44
-14
| -24% | -$1.91K | ﹤0.01% | 566 |
|
|
2020
Q1 | $7K | Buy |
58
+14
| +32% | +$1.69K | ﹤0.01% | 500 |
|
|
2019
Q4 | $7K | Hold |
44
| – | – | ﹤0.01% | 556 |
|
|
2019
Q3 | $7K | Hold |
44
| – | – | ﹤0.01% | 521 |
|
|
2019
Q2 | $6K | Buy |
44
+5
| +13% | +$682 | ﹤0.01% | 566 |
|
|
2019
Q1 | $5K | Hold |
39
| – | – | ﹤0.01% | 606 |
|
|
2018
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 619 |
|
|
2018
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 647 |
|
|
2018
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 640 |
|
|
2018
Q1 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 628 |
|