Wealthspire Advisors (Maryland)’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-186
| Closed | -$22K | – | 1861 |
|
|
2019
Q1 | $22K | Hold |
186
| – | – | ﹤0.01% | 1240 |
|
|
2018
Q4 | $19K | Buy |
186
+9
| +5% | +$919 | ﹤0.01% | 1225 |
|
|
2018
Q3 | $18K | Buy |
177
+8
| +5% | +$814 | ﹤0.01% | 1344 |
|
|
2018
Q2 | $17K | Buy |
169
+2
| +1% | +$201 | ﹤0.01% | 1380 |
|
|
2018
Q1 | $15K | Buy |
167
+34
| +26% | +$3.05K | ﹤0.01% | 1410 |
|
|
2017
Q4 | $12K | Buy |
133
+11
| +9% | +$992 | ﹤0.01% | 1522 |
|
|
2017
Q3 | $10K | Buy |
122
+6
| +5% | +$492 | ﹤0.01% | 1584 |
|
|
2017
Q2 | $10K | Buy |
116
+5
| +5% | +$431 | ﹤0.01% | 1543 |
|
|
2017
Q1 | $9K | Buy |
111
+26
| +31% | +$2.11K | ﹤0.01% | 1378 |
|
|
2016
Q4 | $7K | Hold |
85
| – | – | ﹤0.01% | 1334 |
|
|
2016
Q3 | $7K | Hold |
85
| – | – | ﹤0.01% | 1333 |
|
|
2016
Q2 | $7K | Hold |
85
| – | – | ﹤0.01% | 1279 |
|
|
2016
Q1 | $6K | Sell |
85
-4
| -4% | -$282 | ﹤0.01% | 1308 |
|
|
2015
Q4 | $6K | Buy |
+89
| New | +$6K | ﹤0.01% | 1319 |
|