Mount Yale Investment Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1K | Buy |
+238
| New | +$30.1K | ﹤0.01% | 950 |
|
|
2024
Q1 | – | Sell |
-3,268
| Closed | -$437K | – | 561 |
|
|
2023
Q4 | $437K | Sell |
3,268
-1,218
| -27% | -$163K | 0.04% | 344 |
|
|
2023
Q3 | $531K | Buy |
4,486
+345
| +8% | +$40.8K | 0.06% | 295 |
|
|
2023
Q2 | $540K | Sell |
4,141
-167
| -4% | -$21.8K | 0.06% | 295 |
|
|
2023
Q1 | $607K | Buy |
4,308
+115
| +3% | +$16.2K | 0.07% | 267 |
|
|
2022
Q4 | $600K | Sell |
4,193
-371
| -8% | -$53.1K | 0.07% | 254 |
|
|
2022
Q3 | $618K | Buy |
4,564
+15
| +0.3% | +$2.03K | 0.08% | 242 |
|
|
2022
Q2 | $725K | Sell |
4,549
-135
| -3% | -$21.5K | 0.09% | 222 |
|
|
2022
Q1 | $821K | Sell |
4,684
-238
| -5% | -$41.7K | 0.09% | 227 |
|
|
2021
Q4 | $1.03M | Sell |
4,922
-9
| -0.2% | -$1.89K | 0.11% | 195 |
|
|
2021
Q3 | $913K | Sell |
4,931
-63
| -1% | -$11.7K | 0.11% | 207 |
|
|
2021
Q2 | $856K | Sell |
4,994
-84
| -2% | -$14.4K | 0.1% | 204 |
|
|
2021
Q1 | $762K | Buy |
5,078
+1,300
| +34% | +$195K | 0.1% | 214 |
|
|
2020
Q4 | $574K | Sell |
3,778
-528
| -12% | -$80.2K | 0.08% | 235 |
|
|
2020
Q3 | $606K | Buy |
4,306
+21
| +0.5% | +$2.96K | 0.09% | 218 |
|
|
2020
Q2 | $581K | Buy |
4,285
+799
| +23% | +$108K | 0.1% | 208 |
|
|
2020
Q1 | $435K | Buy |
3,486
+334
| +11% | +$41.7K | 0.1% | 197 |
|
|
2019
Q4 | $511K | Sell |
3,152
-19
| -0.6% | -$3.08K | 0.09% | 193 |
|
|
2019
Q3 | $490K | Buy |
+3,171
| New | +$490K | 0.09% | 193 |
|