SWM
Sugarloaf Wealth Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-927
| Closed | -$124K | – | 711 |
|
|
2023
Q4 | $124K | Buy |
927
+78
| +9% | +$10.4K | 0.03% | 198 |
|
|
2023
Q3 | $100K | Buy |
849
+215
| +34% | +$25.4K | 0.03% | 212 |
|
|
2023
Q2 | $82.7K | Buy |
634
+146
| +30% | +$19.1K | 0.02% | 228 |
|
|
2023
Q1 | $68.8K | Buy |
488
+196
| +67% | +$27.6K | 0.02% | 243 |
|
|
2022
Q4 | $41.8K | Buy |
292
+23
| +9% | +$3.29K | 0.01% | 308 |
|
|
2022
Q3 | $37K | Buy |
269
+16
| +6% | +$2.2K | 0.01% | 332 |
|
|
2022
Q2 | $40K | Buy |
+253
| New | +$40K | 0.01% | 312 |
|