SWM
Selective Wealth Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,325
| Closed | -$179K | – | 653 |
|
|
2022
Q3 | $179K | Sell |
1,325
-300
| -18% | -$40.5K | 0.08% | 139 |
|
|
2022
Q2 | $259K | Hold |
1,625
| – | – | 0.09% | 115 |
|
|
2022
Q1 | $285K | Hold |
1,625
| – | – | 0.1% | 99 |
|
|
2021
Q4 | $341K | Hold |
1,625
| – | – | 0.14% | 79 |
|
|
2021
Q3 | $301K | Buy |
1,625
+900
| +124% | +$167K | 0.16% | 68 |
|
|
2021
Q2 | $124K | Buy |
+725
| New | +$124K | 0.1% | 96 |
|