J.P. Morgan Private Wealth Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.74M | Sell |
56,969
-31,372
| -36% | -$3.71M | 0.02% | 442 |
|
|
2023
Q2 | $11.5M | Sell |
88,341
-6,841
| -7% | -$892K | 0.06% | 213 |
|
|
2023
Q1 | $13.4M | Buy |
95,182
+232
| +0.2% | +$32.7K | 0.03% | 377 |
|
|
2022
Q4 | $13.6M | Sell |
94,950
-23,387
| -20% | -$3.34M | 0.03% | 366 |
|
|
2022
Q3 | $16M | Buy |
118,337
+997
| +0.8% | +$135K | 0.04% | 312 |
|
|
2022
Q2 | $18.7M | Buy |
117,340
+1,535
| +1% | +$245K | 0.05% | 295 |
|
|
2022
Q1 | $20.3M | Sell |
115,805
-395
| -0.3% | -$69.2K | 0.04% | 320 |
|
|
2021
Q4 | $24.4M | Buy |
116,200
+3,136
| +3% | +$658K | 0.05% | 284 |
|
|
2021
Q3 | $20.9M | Buy |
113,064
+2,492
| +2% | +$461K | 0.05% | 301 |
|
|
2021
Q2 | $19M | Buy |
110,572
+8,200
| +8% | +$1.41M | 0.05% | 315 |
|
|
2021
Q1 | $15.4M | Sell |
102,372
-457
| -0.4% | -$68.6K | 0.05% | 313 |
|
|
2020
Q4 | $15.6M | Buy |
102,829
+1,451
| +1% | +$220K | 0.05% | 304 |
|
|
2020
Q3 | $14.3M | Sell |
101,378
-638
| -0.6% | -$89.7K | 0.06% | 269 |
|
|
2020
Q2 | $13.8M | Buy |
102,016
+4,027
| +4% | +$546K | 0.06% | 242 |
|
|
2020
Q1 | $12.2M | Buy |
97,989
+13,643
| +16% | +$1.7M | 0.07% | 232 |
|
|
2019
Q4 | $12.7M | Sell |
84,346
-4,640
| -5% | -$696K | 0.06% | 273 |
|
|
2019
Q3 | $13.2M | Buy |
88,986
+2,121
| +2% | +$315K | 0.07% | 246 |
|
|
2019
Q2 | $11.1M | Sell |
86,865
-1,246
| -1% | -$160K | 0.06% | 267 |
|
|
2019
Q1 | $10.4M | Buy |
88,111
+3,792
| +4% | +$449K | 0.05% | 281 |
|
|
2018
Q4 | $8.58M | Sell |
84,319
-771
| -0.9% | -$78.4K | 0.05% | 276 |
|
|
2018
Q3 | $8.64M | Buy |
85,090
+5,646
| +7% | +$573K | 0.04% | 327 |
|
|
2018
Q2 | $7.78M | Buy |
+79,444
| New | +$7.78M | 0.04% | 318 |
|