WA
Wealth Alliance’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,727
| Closed | -$231K | – | 535 |
|
|
2023
Q4 | $231K | Buy |
+1,727
| New | +$231K | 0.03% | 454 |
|
|
2023
Q3 | – | Sell |
-1,536
| Closed | -$200K | – | 528 |
|
|
2023
Q2 | $200K | Sell |
1,536
-465
| -23% | -$60.7K | 0.03% | 481 |
|
|
2023
Q1 | $282K | Buy |
2,001
+296
| +17% | +$41.7K | 0.05% | 383 |
|
|
2022
Q4 | $244K | Buy |
+1,705
| New | +$244K | 0.04% | 405 |
|
|
2022
Q3 | – | Sell |
-1,475
| Closed | -$235K | – | 479 |
|
|
2022
Q2 | $235K | Buy |
1,475
+119
| +9% | +$19K | 0.05% | 389 |
|
|
2022
Q1 | $238K | Buy |
1,356
+236
| +21% | +$41.4K | 0.05% | 383 |
|
|
2021
Q4 | $235K | Buy |
1,120
+15
| +1% | +$3.15K | 0.05% | 388 |
|
|
2021
Q3 | $204K | Buy |
+1,105
| New | +$204K | 0.05% | 404 |
|
|
2021
Q1 | – | Sell |
-1,547
| Closed | -$235K | – | 408 |
|
|
2020
Q4 | $235K | Buy |
1,547
+98
| +7% | +$14.9K | 0.07% | 334 |
|
|
2020
Q3 | $204K | Sell |
1,449
-123
| -8% | -$17.3K | 0.07% | 304 |
|
|
2020
Q2 | $213K | Buy |
+1,572
| New | +$213K | 0.08% | 279 |
|