Washington Trust Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-37
| Closed | -$4.76K | – | 682 |
|
2024
Q1 | $4.76K | Hold |
37
| – | – | ﹤0.01% | 577 |
|
2023
Q4 | $4.95K | Buy |
37
+2
| +6% | +$268 | ﹤0.01% | 570 |
|
2023
Q3 | $4.13K | Buy |
35
+4
| +13% | +$472 | ﹤0.01% | 573 |
|
2023
Q2 | $4.05K | Sell |
31
-13
| -30% | -$1.7K | ﹤0.01% | 571 |
|
2023
Q1 | $6.2K | Hold |
44
| – | – | ﹤0.01% | 576 |
|
2022
Q4 | $6.29K | Buy |
44
+7
| +19% | +$1K | ﹤0.01% | 566 |
|
2022
Q3 | $5K | Buy |
37
+1
| +3% | +$135 | ﹤0.01% | 725 |
|
2022
Q2 | $6K | Hold |
36
| – | – | ﹤0.01% | 728 |
|
2022
Q1 | $6K | Hold |
36
| – | – | ﹤0.01% | 796 |
|
2021
Q4 | $8K | Buy |
+36
| New | +$8K | ﹤0.01% | 771 |
|