Wealthfront Advisers’s Sun Communities SUI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $871K | Sell |
6,883
-3,109
| -31% | -$393K | ﹤0.01% | 707 |
|
2025
Q1 | $1.29M | Buy |
9,992
+1,529
| +18% | +$197K | ﹤0.01% | 618 |
|
2024
Q4 | $1.04M | Sell |
8,463
-425
| -5% | -$52.3K | ﹤0.01% | 655 |
|
2024
Q3 | $1.2M | Buy |
8,888
+1,804
| +25% | +$244K | ﹤0.01% | 610 |
|
2024
Q2 | $852K | Buy |
7,084
+658
| +10% | +$79.2K | ﹤0.01% | 651 |
|
2024
Q1 | $826K | Buy |
6,426
+460
| +8% | +$59.1K | ﹤0.01% | 649 |
|
2023
Q4 | $797K | Buy |
5,966
+1,072
| +22% | +$143K | ﹤0.01% | 627 |
|
2023
Q3 | $579K | Buy |
4,894
+805
| +20% | +$95.3K | ﹤0.01% | 665 |
|
2023
Q2 | $533K | Buy |
4,089
+478
| +13% | +$62.4K | ﹤0.01% | 667 |
|
2023
Q1 | $509K | Buy |
3,611
+206
| +6% | +$29K | ﹤0.01% | 657 |
|
2022
Q4 | $487K | Buy |
+3,405
| New | +$487K | ﹤0.01% | 634 |
|
2022
Q3 | – | Sell |
-2,650
| Closed | -$422K | – | 786 |
|
2022
Q2 | $422K | Buy |
+2,650
| New | +$422K | ﹤0.01% | 618 |
|
2022
Q1 | – | Sell |
-2,152
| Closed | -$452K | – | 815 |
|
2021
Q4 | $452K | Buy |
+2,152
| New | +$452K | ﹤0.01% | 613 |
|