Mount Yale Investment Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $531K | Buy |
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|
2023
Q2 | $540K | Sell |
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $600K | Sell |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $725K | Sell |
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|
2022
Q1 | $821K | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $913K | Sell |
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|
2021
Q2 | $856K | Sell |
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|
2021
Q1 | $762K | Buy |
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|
2020
Q4 | $574K | Sell |
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|
2020
Q3 | $606K | Buy |
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|
2020
Q2 | $581K | Buy |
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|
2020
Q1 | $435K | Buy |
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|
2019
Q4 | $511K | Sell |
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|
2019
Q3 | $490K | Buy |
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