Uniplan Investment Counsel’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-31,179
| Closed | -$1.84M | – | 136 |
|
|
2022
Q2 | $1.84M | Buy |
31,179
+1,103
| +4% | +$65.1K | 0.13% | 112 |
|
|
2022
Q1 | $3.03M | Buy |
30,076
+297
| +1% | +$29.9K | 0.18% | 101 |
|
|
2021
Q4 | $2.85M | Sell |
29,779
-34
| -0.1% | -$3.25K | 0.16% | 98 |
|
|
2021
Q3 | $3.17M | Buy |
29,813
+140
| +0.5% | +$14.9K | 0.19% | 92 |
|
|
2021
Q2 | $5.93M | Buy |
29,673
+6,494
| +28% | +$1.3M | 0.35% | 53 |
|
|
2021
Q1 | $4.85M | Buy |
+23,179
| New | +$4.85M | 0.31% | 63 |
|