Well Done LLC’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,819
| Closed | -$377K | – | 198 |
|
|
2023
Q4 | $377K | Sell |
2,819
-593
| -17% | -$71.4K | 0.07% | 128 |
|
|
2023
Q3 | $404K | Sell |
3,412
-4,070
| -54% | -$517K | 0.09% | 109 |
|
|
2023
Q2 | $976K | Sell |
7,482
-39
| -0.5% | -$5.22K | 0.21% | 63 |
|
|
2023
Q1 | $1.06M | Sell |
7,521
-98
| -1% | -$14.3K | 0.23% | 58 |
|
|
2022
Q4 | $1M | Buy |
7,619
+1,164
| +18% | +$159K | 0.21% | 62 |
|
|
2022
Q3 | $874K | Sell |
6,455
-63
| -1% | -$9.96K | 0.21% | 61 |
|
|
2022
Q2 | $1.04M | Hold |
6,518
| – | – | 0.23% | 61 |
|
|
2022
Q1 | $1.14M | Sell |
6,518
-57
| -0.9% | -$10.6K | 0.23% | 67 |
|
|
2021
Q4 | $1.38M | Sell |
6,575
-110
| -2% | -$21.7K | 0.28% | 59 |
|
|
2021
Q3 | $1.24M | Sell |
6,685
-76
| -1% | -$14.7K | 0.28% | 59 |
|
|
2021
Q2 | $1.16M | Sell |
6,761
-149
| -2% | -$24.7K | 0.26% | 59 |
|
|
2021
Q1 | $1.04M | Sell |
6,910
-188
| -3% | -$27.8K | 0.24% | 64 |
|
|
2020
Q4 | $1.08M | Buy |
7,098
+881
| +14% | +$127K | 0.27% | 53 |
|
|
2020
Q3 | $874K | Sell |
6,217
-166
| -3% | -$23.8K | 0.25% | 60 |
|
|
2020
Q2 | $866K | Buy |
6,383
+2,333
| +58% | +$310K | 0.24% | 61 |
|
|
2020
Q1 | $506K | Sell |
4,050
-1,126
| -22% | -$170K | 0.15% | 81 |
|
|
2019
Q4 | $777K | Buy |
+5,176
| New | +$806K | 0.18% | 74 |
|
|
2019
Q2 | – | Sell |
-6,566
| Closed | -$778K | – | 153 |
|
|
2019
Q1 | $778K | Sell |
6,566
-260
| -4% | -$28.9K | 0.19% | 67 |
|
|
2018
Q4 | $694K | Sell |
6,826
-199
| -3% | -$20.3K | 0.19% | 64 |
|
|
2018
Q3 | $713K | Sell |
7,025
-532
| -7% | -$53.1K | 0.2% | 63 |
|
|
2018
Q2 | $739K | Sell |
7,557
-210
| -3% | -$19.7K | 0.22% | 57 |
|
|
2018
Q1 | $710K | Sell |
7,767
-510
| -6% | -$45K | 0.22% | 52 |
|
|
2017
Q4 | $768K | Sell |
8,277
-178
| -2% | -$16.3K | 0.25% | 55 |
|
|
2017
Q3 | $724K | Sell |
8,455
-453
| -5% | -$40K | 0.22% | 66 |
|
|
2017
Q2 | $781K | Sell |
8,908
-97
| -1% | -$8.32K | 0.27% | 47 |
|
|
2017
Q1 | $723K | Sell |
9,005
-776
| -8% | -$61.8K | 0.26% | 46 |
|
|
2016
Q4 | $749K | Sell |
9,781
-7
| -0.1% | -$523 | 0.28% | 48 |
|
|
2016
Q3 | $768 | Sell |
9,788
-13
| -0.1% | -$1.01K | 0.28% | 43 |
|
|
2016
Q2 | $751K | Sell |
9,801
-2,252
| -19% | -$159K | 0.27% | 41 |
|
|
2016
Q1 | $863K | Sell |
12,053
-1,147
| -9% | -$77.3K | 0.31% | 40 |
|
|
2015
Q4 | $905K | Buy |
+13,200
| New | +$889K | 0.32% | 40 |
|
Other funds holding SUI
