NW
Naviter Wealth’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
8,132
+870
| +12% | +$111K | 0.13% | 165 |
|
|
2025
Q1 | $946K | Buy |
7,262
+301
| +4% | +$39.2K | 0.11% | 176 |
|
|
2024
Q4 | $863K | Sell |
6,961
-1,975
| -22% | -$245K | 0.1% | 180 |
|
|
2024
Q3 | $1.22M | Buy |
8,936
+221
| +3% | +$30.1K | 0.17% | 148 |
|
|
2024
Q2 | $1.06M | Sell |
8,715
-455
| -5% | -$55.2K | 0.16% | 154 |
|
|
2024
Q1 | $1.19M | Buy |
9,170
+583
| +7% | +$75.5K | 0.19% | 140 |
|
|
2023
Q4 | $1.16M | Buy |
8,587
+980
| +13% | +$132K | 0.23% | 116 |
|
|
2023
Q3 | $907K | Buy |
7,607
+1,457
| +24% | +$174K | 0.22% | 117 |
|
|
2023
Q2 | $808K | Buy |
6,150
+624
| +11% | +$82K | 0.21% | 128 |
|
|
2023
Q1 | $784K | Buy |
5,526
+1,020
| +23% | +$145K | 0.27% | 103 |
|
|
2022
Q4 | $677K | Buy |
4,506
+1,271
| +39% | +$191K | 0.19% | 126 |
|
|
2022
Q3 | $441K | Buy |
+3,235
| New | +$441K | 0.18% | 136 |
|