EXENCIAL WEALTH ADVISORS, LLC – Sun Communities, Inc. Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
$4.83M
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-15.08%
quarter
Sun Communities, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.27% | -3.64K shares | -1.43M | $135.33 | 35.71K |
| Q2 2022 | share | Decrease | -6.72% | -2.83K shares | -1.12M | $159.36 | 39.36K |
| Q1 2022 | share | Decrease | -1.23% | -525 shares | -1.57M | $175.29 | 42.2K |
| Q4 2021 | share | Increase | +118.88% | 23.20K shares | 5.35M | $209.5 | 42.72K |
| Q3 2021 | share | Increase | 0.00% | 19.52K shares | 3.61M | $185.1 | 19.52K |
| Q2 2021 | share | Decrease | -100.00% | -2.98K shares | -448K | $170.65 | 0 |
| Q1 2021 | share | Increase | 0.00% | 2.98K shares | 448K | $148.67 | 2.98K |