TrueWealth LLC’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 | $7K | Sell |
54
-37
| -41% | -$4.8K | ﹤0.01% | 533 |
|
|
2020
Q1 | $11K | Hold |
91
| – | – | 0.01% | 446 |
|
|
2019
Q4 | $14K | Hold |
91
| – | – | 0.01% | 423 |
|
|
2019
Q3 | $14K | Buy |
+91
| New | +$14K | 0.01% | 418 |
|
|
2019
Q2 | – | Hold |
0
| – | -$11K | – | 440 |
|
|
2019
Q1 | – | Hold |
0
| – | -$9K | – | 448 |
|
|
2018
Q4 | – | Hold |
0
| – | -$9K | – | 455 |
|
|
2018
Q3 | – | Hold |
0
| – | -$9K | – | 510 |
|
|
2018
Q2 | – | Hold |
0
| – | -$13K | – | 514 |
|
|
2018
Q1 | – | Hold |
0
| – | -$13K | – | 416 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 462 |
|