OAM
Optimal Asset Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,648
| Closed | -$1.31M | – | 418 |
|
|
2020
Q4 | $1.31M | Buy |
8,648
+21
| +0.2% | +$3.19K | 0.19% | 190 |
|
|
2020
Q3 | $1.21M | Sell |
8,627
-443
| -5% | -$62.3K | 0.18% | 191 |
|
|
2020
Q2 | $1.23M | Sell |
9,070
-3,361
| -27% | -$456K | 0.2% | 167 |
|
|
2020
Q1 | $1.55K | Buy |
12,431
+8,511
| +217% | +$1.06K | 0.15% | 228 |
|
|
2019
Q4 | $588K | Buy |
+3,920
| New | +$588K | 0.09% | 304 |
|