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Portside Wealth Group, LLC → SUI

Portside Wealth Group, LLC SUI Position History

Sun Communities, Inc. • Real Estate

Quarters held
4
Latest value
$313K
Q3 2026
Peak value
$867K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$251K
Q2 2026$773K
Q3 2026$867K
Q3 2026$313K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$313K2.8K——
Q3 2026$867K7.8K——
Q2 2026$773K6.4K——
Q2 2026$251K2.1K——

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