Lenox Wealth Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $116K | Sell |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $471K | Sell |
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|
2019
Q3 | $484K | Sell |
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|
2019
Q2 | $432K | Sell |
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|
2019
Q1 | $421K | Buy |
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|
2018
Q4 | $96K | Hold |
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|
2018
Q3 | $96K | Buy |
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|
2018
Q2 | $84K | Hold |
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|
2018
Q1 | $78K | Hold |
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|
2017
Q4 | $80K | Hold |
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|
2017
Q3 | $73K | Hold |
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|
2017
Q2 | $76K | Hold |
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|
2017
Q1 | $69K | Hold |
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|
2016
Q4 | $66K | Hold |
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|
2016
Q3 | $67K | Hold |
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|
2016
Q2 | $66K | Hold |
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|
2016
Q1 | $61K | Hold |
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|
2015
Q4 | $59K | Buy |
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