AE Wealth Management’s Sun Communities SUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,559	Closed	-$442K	–	1887
2023 Q4	$442K	Buy	3,559 +388	+12%	+$46.7K	﹤0.01%	1514
2023 Q3	$375K	Buy	3,171 +259	+9%	+$32.9K	﹤0.01%	1513
2023 Q2	$380K	Sell	2,912 -78	-3%	-$10.4K	﹤0.01%	1513
2023 Q1	$421K	Sell	2,990 -37	-1%	-$5.41K	﹤0.01%	1421
2022 Q4	$433K	Sell	3,027 -2,298	-43%	-$314K	﹤0.01%	1368
2022 Q3	$721K	Sell	5,325 -485	-8%	-$76.7K	0.01%	1074
2022 Q2	$926K	Buy	5,810 +41	+0.7%	+$6.88K	0.01%	912
2022 Q1	$1.01M	Buy	5,769 +596	+12%	+$111K	0.01%	914
2021 Q4	$1.09M	Buy	5,173 +260	+5%	+$51.2K	0.01%	903
2021 Q3	$909K	Buy	4,913 +597	+14%	+$115K	0.01%	900
2021 Q2	$740K	Buy	4,316 +331	+8%	+$54.9K	0.01%	955
2021 Q1	$598K	Sell	3,985 -259	-6%	-$38.2K	0.01%	947
2020 Q4	$645K	Buy	4,244 +114	+3%	+$16.5K	0.01%	872
2020 Q3	$581K	Buy	4,130 +705	+21%	+$101K	0.01%	835
2020 Q2	$465K	Buy	3,425 +205	+6%	+$27.2K	0.01%	907
2020 Q1	$402K	Sell	3,220 -29	-0.9%	-$4.38K	0.01%	756
2019 Q4	$488K	Sell	3,249 -342	-10%	-$53.3K	0.01%	745
2019 Q3	$533K	Buy	3,591 +1,005	+39%	+$142K	0.02%	597
2019 Q2	$332K	Buy	2,586 +798	+45%	+$99.1K	0.01%	716
2019 Q1	$212K	Buy	+1,788	New	+$199K	0.01%	579