USCWA
U.S. Capital Wealth Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,087
| Closed | -$1.43M | – | 926 |
|
|
2025
Q1 | $1.43M | Sell |
11,087
-100
| -0.9% | -$12.9K | 0.04% | 354 |
|
|
2024
Q4 | $1.38M | Buy |
11,187
+637
| +6% | +$78.3K | 0.04% | 373 |
|
|
2024
Q3 | $1.43M | Hold |
10,550
| – | – | 0.05% | 309 |
|
|
2024
Q2 | $1.27M | Sell |
10,550
-109
| -1% | -$13.1K | 0.05% | 317 |
|
|
2024
Q1 | $1.37M | Sell |
10,659
-334
| -3% | -$42.9K | 0.05% | 290 |
|
|
2023
Q4 | $1.47M | Sell |
10,993
-103
| -0.9% | -$13.8K | 0.06% | 274 |
|
|
2023
Q3 | $1.31M | Buy |
11,096
+17
| +0.2% | +$2.01K | 0.06% | 270 |
|
|
2023
Q2 | $1.45M | Sell |
11,079
-100
| -0.9% | -$13K | 0.07% | 260 |
|
|
2023
Q1 | $1.57M | Buy |
11,179
+233
| +2% | +$32.8K | 0.07% | 239 |
|
|
2022
Q4 | $1.57M | Buy |
10,946
+196
| +2% | +$28K | 0.07% | 250 |
|
|
2022
Q3 | $1.46M | Buy |
10,750
+603
| +6% | +$81.6K | 0.07% | 256 |
|
|
2022
Q2 | $1.62M | Sell |
10,147
-1,017
| -9% | -$162K | 0.07% | 255 |
|
|
2022
Q1 | $1.96M | Buy |
11,164
+136
| +1% | +$23.8K | 0.07% | 255 |
|
|
2021
Q4 | $2.32M | Buy |
11,028
+100
| +0.9% | +$21K | 0.09% | 230 |
|
|
2021
Q3 | $2.02M | Buy |
+10,928
| New | +$2.02M | 0.09% | 243 |
|