LWA
Lantern Wealth Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
+2,800
| New | +$354K | 0.21% | 104 |
|
|
2024
Q4 | $344K | Sell |
2,800
-500
| -15% | -$61.5K | 0.22% | 91 |
|
|
2024
Q3 | $446K | Buy |
3,300
+500
| +18% | +$67.6K | 0.31% | 78 |
|
|
2024
Q2 | $337K | Sell |
2,800
-300
| -10% | -$36.1K | 0.24% | 86 |
|
|
2024
Q1 | $399K | Hold |
3,100
| – | – | 0.28% | 85 |
|
|
2023
Q4 | $414K | Buy |
+3,100
| New | +$414K | 0.32% | 78 |
|