WAG
Wiser Advisor Group’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-339
| Closed | -$43.7K | – | 224 |
|
|
2025
Q1 | $43.7K | Buy |
339
+2
| +0.6% | +$258 | 0.06% | 102 |
|
|
2024
Q4 | $41.4K | Buy |
337
+3
| +0.9% | +$369 | 0.06% | 105 |
|
|
2024
Q3 | $45.2K | Buy |
334
+2
| +0.6% | +$271 | 0.07% | 103 |
|
|
2024
Q2 | $39.9K | Buy |
332
+4
| +1% | +$481 | 0.06% | 104 |
|
|
2024
Q1 | $42.3K | Buy |
328
+1
| +0.3% | +$129 | 0.07% | 105 |
|
|
2023
Q4 | $43.7K | Buy |
+327
| New | +$43.7K | 0.07% | 101 |
|