Lenox Wealth Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $116K | Sell |
855
-2,154
| -72% | -$292K | 0.04% | 188 |
|
|
2020
Q1 | $378K | Sell |
3,009
-113
| -4% | -$14.2K | 0.13% | 94 |
|
|
2019
Q4 | $471K | Sell |
3,122
-122
| -4% | -$18.4K | 0.13% | 98 |
|
|
2019
Q3 | $484K | Sell |
3,244
-109
| -3% | -$16.3K | 0.14% | 93 |
|
|
2019
Q2 | $432K | Sell |
3,353
-180
| -5% | -$23.2K | 0.13% | 91 |
|
|
2019
Q1 | $421K | Buy |
3,533
+2,591
| +275% | +$309K | 0.13% | 91 |
|
|
2018
Q4 | $96K | Hold |
942
| – | – | 0.03% | 167 |
|
|
2018
Q3 | $96K | Buy |
942
+87
| +10% | +$8.87K | 0.03% | 199 |
|
|
2018
Q2 | $84K | Hold |
855
| – | – | 0.03% | 183 |
|
|
2018
Q1 | $78K | Hold |
855
| – | – | 0.03% | 179 |
|
|
2017
Q4 | $80K | Hold |
855
| – | – | 0.02% | 172 |
|
|
2017
Q3 | $73K | Hold |
855
| – | – | 0.03% | 186 |
|
|
2017
Q2 | $76K | Hold |
855
| – | – | 0.03% | 176 |
|
|
2017
Q1 | $69K | Hold |
855
| – | – | 0.05% | 77 |
|
|
2016
Q4 | $66K | Hold |
855
| – | – | 0.05% | 86 |
|
|
2016
Q3 | $67K | Hold |
855
| – | – | 0.05% | 83 |
|
|
2016
Q2 | $66K | Hold |
855
| – | – | 0.05% | 86 |
|
|
2016
Q1 | $61K | Hold |
855
| – | – | 0.04% | 95 |
|
|
2015
Q4 | $59K | Buy |
+855
| New | +$59K | 0.05% | 103 |
|