NWM
Nicola Wealth Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,984
| Closed | -$1.41M | – | 117 |
|
|
2025
Q1 | $1.41M | Buy |
10,984
+2,300
| +26% | +$296K | 0.14% | 92 |
|
|
2024
Q4 | $1.54M | Sell |
8,684
-97,500
| -92% | -$17.2M | 0.15% | 95 |
|
|
2024
Q3 | $14.8M | Hold |
106,184
| – | – | 1.17% | 34 |
|
|
2024
Q2 | $13.2M | Buy |
106,184
+11,000
| +12% | +$1.36M | 1.18% | 31 |
|
|
2024
Q1 | $12.7M | Buy |
95,184
+25,300
| +36% | +$3.37M | 1.23% | 32 |
|
|
2023
Q4 | $9.77M | Sell |
69,884
-1,900
| -3% | -$266K | 1.02% | 35 |
|
|
2023
Q3 | $8.99M | Sell |
71,784
-2,900
| -4% | -$363K | 0.97% | 38 |
|
|
2023
Q2 | $9.74M | Sell |
74,684
-4,332
| -5% | -$565K | 0.96% | 39 |
|
|
2023
Q1 | $11.1M | Buy |
79,016
+59,600
| +307% | +$8.4M | 1.1% | 33 |
|
|
2022
Q4 | $2.77M | Buy |
19,416
+4,100
| +27% | +$585K | 0.28% | 79 |
|
|
2022
Q3 | $2.07M | Sell |
15,316
-584
| -4% | -$79K | 0.23% | 90 |
|
|
2022
Q2 | $2.54M | Buy |
+15,900
| New | +$2.54M | 0.24% | 90 |
|