LWAM
Legacy Wealth Asset Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,275
| Closed | -$304K | – | 352 |
|
|
2023
Q4 | $304K | Buy |
+2,275
| New | +$304K | 0.1% | 286 |
|
|
2023
Q2 | – | Sell |
-1,437
| Closed | -$202K | – | 346 |
|
|
2023
Q1 | $202K | Hold |
1,437
| – | – | 0.07% | 327 |
|
|
2022
Q4 | $205K | Buy |
+1,437
| New | +$205K | 0.08% | 327 |
|
|
2022
Q2 | – | Sell |
-1,255
| Closed | -$220K | – | 340 |
|
|
2022
Q1 | $220K | Sell |
1,255
-8
| -0.6% | -$1.4K | 0.08% | 285 |
|
|
2021
Q4 | $265K | Sell |
1,263
-42
| -3% | -$8.81K | 0.09% | 275 |
|
|
2021
Q3 | $242K | Sell |
1,305
-18
| -1% | -$3.34K | 0.11% | 264 |
|
|
2021
Q2 | $227K | Sell |
1,323
-19
| -1% | -$3.26K | 0.1% | 280 |
|
|
2021
Q1 | $201K | Sell |
1,342
-12
| -0.9% | -$1.8K | 0.09% | 283 |
|
|
2020
Q4 | $206K | Buy |
+1,354
| New | +$206K | 0.1% | 274 |
|