YWP
YorkBridge Wealth Partners’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $249K | Sell |
1,739
-161
| -8% | -$23K | 0.06% | 219 |
|
|
2022
Q3 | $257K | Sell |
1,900
-85
| -4% | -$11.5K | 0.07% | 227 |
|
|
2022
Q2 | $316K | Sell |
1,985
-10
| -0.5% | -$1.59K | 0.08% | 182 |
|
|
2022
Q1 | $350K | Sell |
1,995
-163
| -8% | -$28.6K | 0.08% | 203 |
|
|
2021
Q4 | $453K | Buy |
2,158
+65
| +3% | +$13.6K | 0.1% | 160 |
|
|
2021
Q3 | $387K | Buy |
2,093
+181
| +9% | +$33.5K | 0.1% | 171 |
|
|
2021
Q2 | $328K | Buy |
1,912
+28
| +1% | +$4.8K | 0.09% | 190 |
|
|
2021
Q1 | $283K | Buy |
+1,884
| New | +$283K | 0.08% | 208 |
|