WIA
World Investment Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
1,698
-257
| -13% | -$32.5K | ﹤0.01% | 1056 |
|
|
2025
Q1 | $252K | Sell |
1,955
-5
| -0.3% | -$643 | 0.01% | 925 |
|
|
2024
Q4 | $241K | Buy |
1,960
+8
| +0.4% | +$984 | 0.01% | 902 |
|
|
2024
Q3 | $264K | Sell |
1,952
-9
| -0.5% | -$1.22K | 0.01% | 777 |
|
|
2024
Q2 | $236K | Sell |
1,961
-611
| -24% | -$73.5K | 0.01% | 551 |
|
|
2024
Q1 | $331K | Sell |
2,572
-416
| -14% | -$53.5K | 0.05% | 291 |
|
|
2023
Q4 | $402K | Sell |
2,988
-78
| -3% | -$10.5K | 0.05% | 257 |
|
|
2023
Q3 | $366K | Hold |
3,066
| – | – | 0.07% | 173 |
|
|
2023
Q2 | $403K | Hold |
3,066
| – | – | 0.08% | 155 |
|
|
2023
Q1 | $435K | Sell |
3,066
-590
| -16% | -$83.7K | 0.09% | 145 |
|
|
2022
Q4 | $526K | Buy |
3,656
+364
| +11% | +$52.4K | 0.12% | 123 |
|
|
2022
Q3 | $448K | Hold |
3,292
| – | – | 0.11% | 141 |
|
|
2022
Q2 | $532K | Hold |
3,292
| – | – | 0.11% | 139 |
|
|
2022
Q1 | $580K | Sell |
3,292
-17
| -0.5% | -$3K | 0.12% | 132 |
|
|
2021
Q4 | $634K | Hold |
3,309
| – | – | 0.13% | 120 |
|
|
2021
Q3 | $615K | Hold |
3,309
| – | – | 0.14% | 112 |
|
|
2021
Q2 | $570K | Hold |
3,309
| – | – | 0.13% | 113 |
|
|
2021
Q1 | $534K | Sell |
3,309
-102
| -3% | -$16.5K | 0.13% | 115 |
|
|
2020
Q4 | $508K | Sell |
3,411
-715
| -17% | -$106K | 0.13% | 120 |
|
|
2020
Q3 | $583K | Hold |
4,126
| – | – | 0.2% | 77 |
|
|
2020
Q2 | $603K | Hold |
4,126
| – | – | 0.21% | 72 |
|
|
2020
Q1 | $518K | Buy |
4,126
+170
| +4% | +$21.3K | 0.24% | 66 |
|
|
2019
Q4 | $597K | Sell |
3,956
-134
| -3% | -$20.2K | 0.23% | 65 |
|
|
2019
Q3 | $610K | Hold |
4,090
| – | – | 0.26% | 57 |
|
|
2019
Q2 | $548K | Sell |
4,090
-5
| -0.1% | -$670 | 0.24% | 57 |
|
|
2019
Q1 | $488K | Buy |
4,095
+5
| +0.1% | +$596 | 0.22% | 59 |
|
|
2018
Q4 | $416K | Buy |
+4,090
| New | +$416K | 0.19% | 78 |
|