HERITAGE WEALTH ADVISORS – Sun Communities, Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$108,000
portfolio value
HERITAGE WEALTH ADVISORS 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 | 0.00% | 0 shares | -19K | $135.33 | 800 | |
| Q2 2022 | share | 0.00% | 0 shares | -13K | $159.36 | 800 | |
| Q1 2022 | share | 0.00% | 0 shares | -28K | $175.29 | 800 | |
| Q4 2021 | share | 0.00% | 0 shares | 19.89K | $209.5 | 800 | |
| Q3 2021 | share | 0.00% | 0 shares | 10.96K | $185.1 | 800 | |
| Q2 2021 | share | 0.00% | 0 shares | 17.08K | $170.65 | 800 | |
| Q1 2021 | share | 0.00% | 0 shares | -1.96K | $148.67 | 800 | |
| Q4 2020 | share | 0.00% | 0 shares | 9.51K | $149.73 | 800 | |
| Q3 2020 | share | 0.00% | 0 shares | 3.94K | $137.83 | 800 | |
| Q2 2020 | share | 0.00% | 0 shares | 8.66K | $132.25 | 800 | |
| Q1 2020 | share | 0.00% | 0 shares | -20.2K | $120.98 | 800 | |
| Q4 2019 | share | Increase | 0.00% | 800 shares | 120.08K | $144.52 | 800 |