Well Done LLC’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,819
| Closed | -$377K | – | 198 |
|
2023
Q4 | $377K | Sell |
2,819
-593
| -17% | -$79.3K | 0.07% | 128 |
|
2023
Q3 | $404K | Sell |
3,412
-4,070
| -54% | -$482K | 0.09% | 109 |
|
2023
Q2 | $976K | Sell |
7,482
-39
| -0.5% | -$5.09K | 0.21% | 63 |
|
2023
Q1 | $1.06M | Sell |
7,521
-98
| -1% | -$13.8K | 0.23% | 58 |
|
2022
Q4 | $1M | Buy |
7,619
+1,164
| +18% | +$153K | 0.21% | 62 |
|
2022
Q3 | $874K | Sell |
6,455
-63
| -1% | -$8.53K | 0.21% | 61 |
|
2022
Q2 | $1.04M | Hold |
6,518
| – | – | 0.23% | 61 |
|
2022
Q1 | $1.14M | Sell |
6,518
-57
| -0.9% | -$10K | 0.23% | 67 |
|
2021
Q4 | $1.38M | Sell |
6,575
-110
| -2% | -$23.1K | 0.28% | 59 |
|
2021
Q3 | $1.24M | Sell |
6,685
-76
| -1% | -$14.1K | 0.28% | 59 |
|
2021
Q2 | $1.16M | Sell |
6,761
-149
| -2% | -$25.5K | 0.26% | 59 |
|
2021
Q1 | $1.04M | Sell |
6,910
-188
| -3% | -$28.2K | 0.24% | 64 |
|
2020
Q4 | $1.08M | Buy |
7,098
+881
| +14% | +$134K | 0.27% | 53 |
|
2020
Q3 | $874K | Sell |
6,217
-166
| -3% | -$23.3K | 0.25% | 60 |
|
2020
Q2 | $866K | Buy |
6,383
+2,333
| +58% | +$317K | 0.24% | 61 |
|
2020
Q1 | $506K | Sell |
4,050
-1,126
| -22% | -$141K | 0.15% | 81 |
|
2019
Q4 | $777K | Buy |
+5,176
| New | +$777K | 0.18% | 74 |
|
2019
Q2 | – | Sell |
-6,566
| Closed | -$778K | – | 153 |
|
2019
Q1 | $778K | Sell |
6,566
-260
| -4% | -$30.8K | 0.19% | 67 |
|
2018
Q4 | $694K | Sell |
6,826
-199
| -3% | -$20.2K | 0.19% | 64 |
|
2018
Q3 | $713K | Sell |
7,025
-532
| -7% | -$54K | 0.2% | 63 |
|
2018
Q2 | $739K | Sell |
7,557
-210
| -3% | -$20.5K | 0.22% | 57 |
|
2018
Q1 | $710K | Sell |
7,767
-510
| -6% | -$46.6K | 0.22% | 52 |
|
2017
Q4 | $768K | Sell |
8,277
-178
| -2% | -$16.5K | 0.25% | 55 |
|
2017
Q3 | $724K | Sell |
8,455
-453
| -5% | -$38.8K | 0.22% | 66 |
|
2017
Q2 | $781K | Sell |
8,908
-97
| -1% | -$8.5K | 0.27% | 47 |
|
2017
Q1 | $723K | Sell |
9,005
-776
| -8% | -$62.3K | 0.26% | 46 |
|
2016
Q4 | $749K | Sell |
9,781
-7
| -0.1% | -$536 | 0.28% | 48 |
|
2016
Q3 | $768 | Sell |
9,788
-13
| -0.1% | -$1 | 0.28% | 43 |
|
2016
Q2 | $751K | Sell |
9,801
-2,252
| -19% | -$173K | 0.27% | 41 |
|
2016
Q1 | $863K | Sell |
12,053
-1,147
| -9% | -$82.1K | 0.31% | 40 |
|
2015
Q4 | $905K | Buy |
+13,200
| New | +$905K | 0.32% | 40 |
|