TWA
TCI Wealth Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16
| Closed | -$2.26K | – | 1999 |
|
|
2023
Q1 | $2.26K | Hold |
16
| – | – | ﹤0.01% | 1939 |
|
|
2022
Q4 | $2.29K | Hold |
16
| – | – | ﹤0.01% | 1942 |
|
|
2022
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 1994 |
|
|
2022
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 1900 |
|
|
2022
Q1 | $3K | Buy |
16
+11
| +220% | +$2.06K | ﹤0.01% | 1919 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 2237 |
|
|
2021
Q3 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 2294 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 2237 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 2095 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1431 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1414 |
|
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1346 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1738 |
|
|
2019
Q4 | $1K | Sell |
4
-26
| -87% | -$6.5K | ﹤0.01% | 1433 |
|
|
2019
Q3 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 887 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 836 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1299 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1296 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1313 |
|
|
2018
Q2 | – | Sell |
-6
| Closed | -$1K | – | 1379 |
|
|
2018
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1220 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1062 |
|