PWP
Pursue Wealth Partners’s Sun Communities SUI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $252K | Hold |
1,992
| – | – | 0.14% | 98 |
|
2025
Q1 | $256K | Hold |
1,992
| – | – | 0.16% | 99 |
|
2024
Q4 | $245K | Hold |
1,992
| – | – | 0.14% | 99 |
|
2024
Q3 | $269K | Hold |
1,992
| – | – | 0.15% | 91 |
|
2024
Q2 | $240K | Hold |
1,992
| – | – | 0.13% | 99 |
|
2024
Q1 | $256K | Buy |
+1,992
| New | +$256K | 0.15% | 89 |
|