WWM
Wagner Wealth Management’s Sun Communities SUI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-27
| Closed | -$4K | – | 664 |
|
2022
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 561 |
|
2022
Q2 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 564 |
|
2022
Q1 | – | Sell |
-27
| Closed | -$6K | – | 602 |
|
2021
Q4 | $6K | Hold |
27
| – | – | ﹤0.01% | 551 |
|
2021
Q3 | $5K | Hold |
27
| – | – | ﹤0.01% | 547 |
|
2021
Q2 | $5K | Hold |
27
| – | – | ﹤0.01% | 579 |
|
2021
Q1 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 575 |
|
2018
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 528 |
|
2018
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 497 |
|
2018
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 488 |
|
2017
Q4 | – | Hold |
0
| – | – | – | 336 |
|