WFG Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1499 |
|
|
2017
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 1429 |
|
|
2016
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1501 |
|
|
2016
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1495 |
|
|
2016
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1485 |
|
|
2016
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 1451 |
|
|
2015
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1485 |
|
|
2015
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1518 |
|
|
2015
Q2 | $1K | Sell |
14
-49
| -78% | -$3.5K | ﹤0.01% | 1582 |
|
|
2015
Q1 | $4K | Sell |
63
-280
| -82% | -$17.8K | ﹤0.01% | 1420 |
|
|
2014
Q4 | $21K | Buy |
343
+1
| +0.3% | +$61 | ﹤0.01% | 1207 |
|
|
2014
Q3 | $17K | Buy |
342
+48
| +16% | +$2.39K | ﹤0.01% | 1329 |
|
|
2014
Q2 | $15K | Buy |
294
+280
| +2,000% | +$14.3K | ﹤0.01% | 1362 |
|
|
2014
Q1 | $1K | Sell |
14
-81
| -85% | -$5.79K | ﹤0.01% | 1900 |
|
|
2013
Q4 | $4K | Sell |
95
-150
| -61% | -$6.32K | ﹤0.01% | 1819 |
|
|
2013
Q3 | $10K | Buy |
245
+150
| +158% | +$6.12K | ﹤0.01% | 1529 |
|
|
2013
Q2 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 1677 |
|