MAP
Moody Aldrich Partners’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,156
| Closed | -$281K | – | 211 |
|
|
2023
Q2 | $281K | Sell |
2,156
-109
| -5% | -$14.2K | 0.05% | 139 |
|
|
2023
Q1 | $319K | Sell |
2,265
-2
| -0.1% | -$282 | 0.06% | 136 |
|
|
2022
Q4 | $324K | Sell |
2,267
-28
| -1% | -$4K | 0.07% | 138 |
|
|
2022
Q3 | $311K | Sell |
2,295
-3
| -0.1% | -$407 | 0.06% | 135 |
|
|
2022
Q2 | $366K | Buy |
2,298
+785
| +52% | +$125K | 0.07% | 122 |
|
|
2022
Q1 | $265K | Buy |
1,513
+370
| +32% | +$64.8K | 0.04% | 141 |
|
|
2021
Q4 | $240K | Sell |
1,143
-17
| -1% | -$3.57K | 0.03% | 147 |
|
|
2021
Q3 | $215K | Buy |
+1,160
| New | +$215K | 0.03% | 164 |
|
|
2020
Q1 | – | Sell |
-1,344
| Closed | -$202K | – | 160 |
|
|
2019
Q4 | $202K | Sell |
1,344
-1,469
| -52% | -$221K | 0.04% | 150 |
|
|
2019
Q3 | $418K | Sell |
2,813
-37
| -1% | -$5.5K | 0.11% | 105 |
|
|
2019
Q2 | $365K | Buy |
2,850
+711
| +33% | +$91.1K | 0.09% | 106 |
|
|
2019
Q1 | $254K | Sell |
2,139
-6
| -0.3% | -$712 | 0.07% | 95 |
|
|
2018
Q4 | $218K | Sell |
2,145
-11
| -0.5% | -$1.12K | 0.07% | 88 |
|
|
2018
Q3 | $219K | Sell |
2,156
-125
| -5% | -$12.7K | 0.06% | 101 |
|
|
2018
Q2 | $223K | Sell |
2,281
-5
| -0.2% | -$489 | 0.08% | 93 |
|
|
2018
Q1 | $209K | Hold |
2,286
| – | – | 0.13% | 86 |
|
|
2017
Q4 | $212K | Buy |
+2,286
| New | +$212K | 0.17% | 87 |
|
|
2017
Q3 | – | Sell |
-2,290
| Closed | -$201K | – | 101 |
|
|
2017
Q2 | $201K | Buy |
+2,290
| New | +$201K | 0.25% | 95 |
|
|
2016
Q4 | – | Sell |
-19,255
| Closed | -$1.51M | – | 103 |
|
|
2016
Q3 | $1.51M | Buy |
19,255
+2,250
| +13% | +$177K | 1.05% | 38 |
|
|
2016
Q2 | $1.3M | Buy |
17,005
+11,415
| +204% | +$875K | 1.08% | 41 |
|
|
2016
Q1 | $400K | Buy |
+5,590
| New | +$400K | 0.84% | 62 |
|