Squar Milner Financial Services’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,062
| Closed | -$132K | – | 672 |
|
|
2020
Q1 | $132K | Buy |
1,062
+143
| +16% | +$17.8K | 0.08% | 215 |
|
|
2019
Q4 | $137K | Buy |
+919
| New | +$137K | 0.07% | 265 |
|
|
2019
Q3 | – | Sell |
-301
| Closed | -$39K | – | 652 |
|
|
2019
Q2 | $39K | Hold |
301
| – | – | 0.03% | 372 |
|
|
2019
Q1 | $35K | Hold |
301
| – | – | 0.03% | 364 |
|
|
2018
Q4 | $31K | Buy |
301
+15
| +5% | +$1.55K | 0.03% | 346 |
|
|
2018
Q3 | $29K | Buy |
+286
| New | +$29K | 0.03% | 370 |
|