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