Wealth Enhancement Advisory Services’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
13,058
-104
| -0.8% | -$13.4K | ﹤0.01% | 1444 |
|
|
2025
Q1 | $1.69M | Buy |
13,162
+184
| +1% | +$23.7K | ﹤0.01% | 1328 |
|
|
2024
Q4 | $1.6M | Buy |
12,978
+68
| +0.5% | +$8.36K | ﹤0.01% | 1290 |
|
|
2024
Q3 | $1.74M | Sell |
12,910
-34
| -0.3% | -$4.6K | ﹤0.01% | 1125 |
|
|
2024
Q2 | $1.56M | Buy |
12,944
+1,246
| +11% | +$150K | ﹤0.01% | 1091 |
|
|
2024
Q1 | $1.5M | Buy |
+11,698
| New | +$1.5M | ﹤0.01% | 1072 |
|
|
2019
Q3 | – | Sell |
-8,405
| Closed | -$1.13M | – | 238 |
|
|
2019
Q2 | $1.13M | Sell |
8,405
-6,082
| -42% | -$816K | 0.05% | 147 |
|
|
2019
Q1 | $1.73M | Sell |
14,487
-8,533
| -37% | -$1.02M | 0.1% | 89 |
|
|
2018
Q4 | $2.41M | Buy |
+23,020
| New | +$2.41M | 0.15% | 54 |
|