RCA
Rowland Carmichael Advisors’s Sun Communities SUI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $527K | Hold |
3,470
| – | – | 0.17% | 136 |
|
2020
Q3 | $488K | Hold |
3,470
| – | – | 0.19% | 129 |
|
2020
Q2 | $471K | Hold |
3,470
| – | – | 0.2% | 130 |
|
2020
Q1 | $433K | Hold |
3,470
| – | – | 0.22% | 125 |
|
2019
Q4 | $521K | Hold |
3,470
| – | – | 0.18% | 139 |
|
2019
Q3 | $515K | Sell |
3,470
-2,680
| -44% | -$398K | 0.18% | 137 |
|
2019
Q2 | $788K | Hold |
6,150
| – | – | 0.27% | 105 |
|
2019
Q1 | $729K | Sell |
6,150
-1,740
| -22% | -$206K | 0.27% | 106 |
|
2018
Q4 | $802K | Hold |
7,890
| – | – | 0.35% | 66 |
|
2018
Q3 | $801K | Hold |
7,890
| – | – | 0.31% | 86 |
|
2018
Q2 | $772K | Hold |
7,890
| – | – | 0.33% | 83 |
|
2018
Q1 | $721K | Hold |
7,890
| – | – | 0.39% | 82 |
|
2017
Q4 | $732K | Hold |
7,890
| – | – | 0.38% | 87 |
|
2017
Q3 | $676K | Hold |
7,890
| – | – | 0.37% | 87 |
|
2017
Q2 | $692K | Hold |
7,890
| – | – | 0.4% | 83 |
|
2017
Q1 | $634K | Hold |
7,890
| – | – | 0.39% | 84 |
|
2016
Q4 | $604K | Hold |
7,890
| – | – | 0.36% | 85 |
|
2016
Q3 | $619K | Sell |
7,890
-200
| -2% | -$15.7K | 0.39% | 83 |
|
2016
Q2 | $620K | Buy |
8,090
+5,200
| +180% | +$399K | 0.39% | 91 |
|
2016
Q1 | $207K | Buy |
+2,890
| New | +$207K | 0.19% | 131 |
|