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Portside Wealth Group’s Sun Communities SUI Stock Holding History

Portside Wealth Group’s Portfolio SUI Stock Details SUI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,141
Closed -$286K – 381
2023
Q4 		$286K Sell
2,141
-98
-4% -$13.1K 0.05% 274
2023
Q3 		$263K Buy
2,239
+134
+6% +$15.7K 0.05% 267
2023
Q2 		$275K Buy
+2,105
New +$275K 0.05% 270