Mendota Financial Group’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,021
| Closed | -$136K | – | 382 |
|
|
2023
Q4 | $136K | Sell |
1,021
-125
| -11% | -$16.7K | 0.11% | 113 |
|
|
2023
Q3 | $136K | Hold |
1,146
| – | – | 0.14% | 67 |
|
|
2023
Q2 | $150K | Buy |
1,146
+433
| +61% | +$56.5K | 0.17% | 57 |
|
|
2023
Q1 | $125K | Sell |
713
-433
| -38% | -$75.9K | 0.12% | 76 |
|
|
2022
Q4 | $164K | Buy |
+1,146
| New | +$164K | 0.21% | 40 |
|