SWA
Sutton Wealth Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-433
| Closed | -$44K | – | 1229 |
|
|
2018
Q4 | $44K | Buy |
+433
| New | +$44K | 0.03% | 293 |
|
|
2018
Q3 | – | Sell |
-744
| Closed | -$72.8K | – | 1165 |
|
|
2018
Q2 | $72.8K | Buy |
+744
| New | +$72.8K | 0.05% | 228 |
|
|
2018
Q1 | – | Sell |
-697
| Closed | -$64.7K | – | 1152 |
|
|
2017
Q4 | $64.7K | Hold |
697
| – | – | 0.05% | 232 |
|
|
2017
Q3 | $59.7K | Hold |
697
| – | – | 0.05% | 242 |
|
|
2017
Q2 | $61.1K | Buy |
+697
| New | +$61.1K | 0.05% | 236 |
|