Shelton Capital Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,290
| Closed | -$322K | – | 807 |
|
|
2020
Q3 | $322K | Hold |
2,290
| – | – | 0.01% | 521 |
|
|
2020
Q2 | $311K | Sell |
2,290
-250
| -10% | -$34K | 0.02% | 424 |
|
|
2020
Q1 | $317K | Hold |
2,540
| – | – | 0.02% | 375 |
|
|
2019
Q4 | $381K | Hold |
2,540
| – | – | 0.02% | 434 |
|
|
2019
Q3 | $377K | Sell |
2,540
-850
| -25% | -$126K | 0.02% | 430 |
|
|
2019
Q2 | $435K | Buy |
3,390
+2,988
| +743% | +$383K | 0.03% | 382 |
|
|
2019
Q1 | $3.39K | Sell |
402
-2,988
| -88% | -$25.2K | 0.01% | 686 |
|
|
2018
Q4 | $345K | Hold |
3,390
| – | – | 0.02% | 412 |
|
|
2018
Q3 | $344K | Buy |
3,390
+1,290
| +61% | +$131K | 0.02% | 510 |
|
|
2018
Q2 | $206K | Sell |
2,100
-100
| -5% | -$9.81K | 0.01% | 790 |
|
|
2018
Q1 | $201K | Hold |
2,200
| – | – | 0.01% | 786 |
|
|
2017
Q4 | $204K | Buy |
+2,200
| New | +$204K | 0.01% | 803 |
|
|
2017
Q1 | – | Sell |
-3,200
| Closed | -$245K | – | 893 |
|
|
2016
Q4 | $245K | Buy |
+3,200
| New | +$245K | 0.02% | 722 |
|