Reilly Financial Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-200
| Closed | -$34K | – | 1042 |
|
|
2021
Q2 | $34K | Hold |
200
| – | – | ﹤0.01% | 439 |
|
|
2021
Q1 | $30K | Hold |
200
| – | – | ﹤0.01% | 455 |
|
|
2020
Q4 | $30K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2020
Q3 | $28K | Hold |
200
| – | – | ﹤0.01% | 390 |
|
|
2020
Q2 | $27K | Hold |
200
| – | – | ﹤0.01% | 397 |
|
|
2020
Q1 | $25K | Hold |
200
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $30K | Hold |
200
| – | – | ﹤0.01% | 424 |
|
|
2019
Q3 | $30K | Hold |
200
| – | – | ﹤0.01% | 431 |
|
|
2019
Q2 | $26K | Hold |
200
| – | – | ﹤0.01% | 479 |
|
|
2019
Q1 | $24K | Hold |
200
| – | – | ﹤0.01% | 491 |
|
|
2018
Q4 | $20K | Hold |
200
| – | – | ﹤0.01% | 494 |
|
|
2018
Q3 | $20K | Hold |
200
| – | – | ﹤0.01% | 564 |
|
|
2018
Q2 | $20K | Hold |
200
| – | – | ﹤0.01% | 507 |
|
|
2018
Q1 | $18K | Sell |
200
-11
| -5% | -$990 | ﹤0.01% | 528 |
|
|
2017
Q4 | $20K | Hold |
211
| – | – | ﹤0.01% | 516 |
|
|
2017
Q3 | $18K | Hold |
211
| – | – | ﹤0.01% | 527 |
|
|
2017
Q2 | $19K | Hold |
211
| – | – | ﹤0.01% | 511 |
|
|
2017
Q1 | $17K | Buy |
+211
| New | +$17K | ﹤0.01% | 511 |
|