Veritable’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $469K | Sell |
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|
2023
Q1 | $515K | Sell |
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|
2022
Q4 | $523K | Buy |
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|
2022
Q3 | $490K | Buy |
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|
2022
Q2 | $561K | Sell |
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|
2022
Q1 | $634K | Buy |
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|
2021
Q4 | $729K | Buy |
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|
2021
Q3 | $638K | Buy |
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|
2021
Q2 | $587K | Sell |
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|
2021
Q1 | $519K | Sell |
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|
2020
Q4 | $574K | Buy |
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|
2020
Q3 | $496K | Sell |
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|
2020
Q2 | $596K | Sell |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.18M | Sell |
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|
2019
Q3 | $1.25M | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.07M | Sell |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $959K | Buy |
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|
2018
Q2 | $843K | Sell |
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|
2018
Q1 | $915K | Buy |
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|
2017
Q4 | $895K | Hold |
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|
2017
Q3 | $826K | Sell |
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|
2017
Q2 | $1M | Sell |
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|
2017
Q1 | $956K | Sell |
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|
2016
Q4 | $975K | Buy |
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|
2016
Q3 | $905K | Buy |
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|
2016
Q2 | $722K | Buy |
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|
2016
Q1 | $636K | Buy |
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|
2015
Q4 | $483K | Buy |
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|
2015
Q3 | $462K | Sell |
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|
2015
Q2 | $443K | Sell |
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|
2015
Q1 | $484K | Hold |
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|
2014
Q4 | $438K | Hold |
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|
2014
Q3 | $366K | Buy |
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|
2014
Q2 | $337K | Buy |
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|
2014
Q1 | $304K | Buy |
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|
2013
Q4 | $266K | Sell |
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|
2013
Q3 | $283K | Buy |
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|
2013
Q2 | $295K | Buy |
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