Avior 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
2025 Q1	–	Sell	-4	Closed	-$491	–	2139
2024 Q4	$491	Sell	4 -4,324	-100%	-$554K	﹤0.01%	2286
2024 Q3	$585K	Buy	4,328 +125	+3%	+$16.4K	0.02%	413
2024 Q2	$506K	Buy	4,203 +1,152	+38%	+$137K	0.02%	430
2024 Q1	$392K	Sell	3,051 -1,072	-26%	-$139K	0.02%	515
2023 Q4	$551K	Buy	4,123 +396	+11%	+$47.7K	0.03%	321
2023 Q3	$441K	Buy	3,727 +96	+3%	+$12.2K	0.03%	358
2023 Q2	$474K	Sell	3,631 -358	-9%	-$47.9K	0.03%	353
2023 Q1	$562K	Hold	3,989	–	–	0.04%	317
2022 Q4	$570K	Buy	3,989 +942	+31%	+$129K	0.04%	272
2022 Q3	$412K	Buy	+3,047	New	+$482K	0.03%	316
2019 Q4	–	Sell	-2,570	Closed	-$381K	–	865
2019 Q3	$381K	Sell	2,570 -270	-10%	-$38.1K	0.07%	255
2019 Q2	$364K	Hold	2,840	–	–	0.07%	259
2019 Q1	$336K	Sell	2,840 -1,115	-28%	-$124K	0.07%	256
2018 Q4	$402K	Sell	3,955 -320	-7%	-$32.6K	0.1%	203
2018 Q3	$434K	Buy	4,275 +129	+3%	+$12.9K	0.09%	207
2018 Q2	$406K	Buy	4,146 +257	+7%	+$24.2K	0.09%	204
2018 Q1	$355K	Buy	3,889 +919	+31%	+$81.1K	0.08%	212
2017 Q4	$276K	Buy	+2,970	New	+$272K	0.06%	259