YorkBridge Wealth Partners’s Sun Communities SUI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$249K Sell
2022
Q3
$257K Sell
2022
Q2
$316K Sell
2022
Q1
$350K Sell
2021
Q4
$453K Buy
2021
Q3
$387K Buy
2021
Q2
$328K Buy
2021
Q1
$283K Buy