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Waverly Advisors’s Sun Communities SUI Stock Holding History

Waverly Advisors’s Portfolio SUI Stock Details SUI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-117
Closed -$6K – 639
2014
Q3 		$6K Hold
117
– – ﹤0.01% 598
2014
Q2 		$6K Hold
117
– – ﹤0.01% 560
2014
Q1 		$5K Buy
117
+31
+36% +$1.33K ﹤0.01% 561
2013
Q4 		$4K Buy
+86
New +$4K ﹤0.01% 716