Valeo Financial Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-23
| Closed | -$3K | – | 1569 |
|
|
2021
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 1633 |
|
|
2020
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 1452 |
|
|
2020
Q3 | $3K | Sell |
23
-6
| -21% | -$783 | ﹤0.01% | 1319 |
|
|
2020
Q2 | $4K | Buy |
29
+6
| +26% | +$828 | ﹤0.01% | 1544 |
|
|
2020
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 1399 |
|
|
2019
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 1396 |
|
|
2019
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 1319 |
|
|
2019
Q2 | $3K | Sell |
23
-16
| -41% | -$2.09K | ﹤0.01% | 1344 |
|
|
2019
Q1 | $5K | Hold |
39
| – | – | ﹤0.01% | 1190 |
|
|
2018
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 1158 |
|
|
2018
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q2 | $4K | Buy |
39
+23
| +144% | +$2.36K | ﹤0.01% | 1199 |
|
|
2018
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1464 |
|
|
2017
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1313 |
|