Veritable’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,593
| Closed | -$469K | – | 705 |
|
|
2023
Q2 | $469K | Sell |
3,593
-61
| -2% | -$7.96K | 0.01% | 564 |
|
|
2023
Q1 | $515K | Sell |
3,654
-2
| -0.1% | -$282 | 0.01% | 521 |
|
|
2022
Q4 | $523K | Buy |
3,656
+35
| +1% | +$5.01K | 0.01% | 520 |
|
|
2022
Q3 | $490K | Buy |
3,621
+100
| +3% | +$13.5K | 0.01% | 493 |
|
|
2022
Q2 | $561K | Sell |
3,521
-97
| -3% | -$15.5K | 0.01% | 506 |
|
|
2022
Q1 | $634K | Buy |
3,618
+147
| +4% | +$25.8K | 0.01% | 498 |
|
|
2021
Q4 | $729K | Buy |
3,471
+24
| +0.7% | +$5.04K | 0.01% | 461 |
|
|
2021
Q3 | $638K | Buy |
3,447
+20
| +0.6% | +$3.7K | 0.01% | 480 |
|
|
2021
Q2 | $587K | Sell |
3,427
-35
| -1% | -$6K | 0.01% | 496 |
|
|
2021
Q1 | $519K | Sell |
3,462
-314
| -8% | -$47.1K | 0.01% | 500 |
|
|
2020
Q4 | $574K | Buy |
3,776
+252
| +7% | +$38.3K | 0.01% | 458 |
|
|
2020
Q3 | $496K | Sell |
3,524
-868
| -20% | -$122K | 0.01% | 458 |
|
|
2020
Q2 | $596K | Sell |
4,392
-3,753
| -46% | -$509K | 0.01% | 432 |
|
|
2020
Q1 | $1.02M | Buy |
8,145
+315
| +4% | +$39.3K | 0.02% | 296 |
|
|
2019
Q4 | $1.18M | Sell |
7,830
-616
| -7% | -$92.4K | 0.02% | 337 |
|
|
2019
Q3 | $1.25M | Sell |
8,446
-166
| -2% | -$24.6K | 0.02% | 301 |
|
|
2019
Q2 | $1.1M | Sell |
8,612
-453
| -5% | -$58.1K | 0.02% | 323 |
|
|
2019
Q1 | $1.07M | Sell |
9,065
-1,684
| -16% | -$200K | 0.02% | 326 |
|
|
2018
Q4 | $1.09M | Buy |
10,749
+1,309
| +14% | +$133K | 0.02% | 307 |
|
|
2018
Q3 | $959K | Buy |
9,440
+824
| +10% | +$83.7K | 0.02% | 346 |
|
|
2018
Q2 | $843K | Sell |
8,616
-1,401
| -14% | -$137K | 0.02% | 375 |
|
|
2018
Q1 | $915K | Buy |
10,017
+373
| +4% | +$34.1K | 0.02% | 347 |
|
|
2017
Q4 | $895K | Hold |
9,644
| – | – | 0.02% | 361 |
|
|
2017
Q3 | $826K | Sell |
9,644
-1,816
| -16% | -$156K | 0.02% | 381 |
|
|
2017
Q2 | $1.01M | Sell |
11,460
-442
| -4% | -$38.8K | 0.02% | 349 |
|
|
2017
Q1 | $956K | Sell |
11,902
-829
| -7% | -$66.6K | 0.02% | 338 |
|
|
2016
Q4 | $975K | Buy |
12,731
+1,197
| +10% | +$91.7K | 0.02% | 315 |
|
|
2016
Q3 | $905K | Buy |
11,534
+2,114
| +22% | +$166K | 0.02% | 332 |
|
|
2016
Q2 | $722K | Buy |
9,420
+538
| +6% | +$41.2K | 0.02% | 362 |
|
|
2016
Q1 | $636K | Buy |
8,882
+1,828
| +26% | +$131K | 0.02% | 378 |
|
|
2015
Q4 | $483K | Buy |
7,054
+242
| +4% | +$16.6K | 0.01% | 466 |
|
|
2015
Q3 | $462K | Sell |
6,812
-356
| -5% | -$24.1K | 0.01% | 465 |
|
|
2015
Q2 | $443K | Sell |
7,168
-80
| -1% | -$4.94K | 0.01% | 491 |
|
|
2015
Q1 | $484K | Hold |
7,248
| – | – | 0.01% | 611 |
|
|
2014
Q4 | $438K | Hold |
7,248
| – | – | 0.01% | 636 |
|
|
2014
Q3 | $366K | Buy |
7,248
+486
| +7% | +$24.5K | 0.01% | 705 |
|
|
2014
Q2 | $337K | Buy |
6,762
+12
| +0.2% | +$598 | 0.01% | 725 |
|
|
2014
Q1 | $304K | Buy |
6,750
+500
| +8% | +$22.5K | 0.01% | 725 |
|
|
2013
Q4 | $266K | Sell |
6,250
-384
| -6% | -$16.3K | 0.01% | 754 |
|
|
2013
Q3 | $283K | Buy |
6,634
+700
| +12% | +$29.9K | 0.01% | 745 |
|
|
2013
Q2 | $295K | Buy |
+5,934
| New | +$295K | 0.01% | 727 |
|