Baker Tilly 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	-2,637	Closed	-$352K	–	467
2023 Q4	$352K	Sell	2,637 -88	-3%	-$10.6K	0.06%	364
2023 Q3	$322K	Buy	2,725 +159	+6%	+$20.2K	0.05%	352
2023 Q2	$335K	Buy	2,566 +67	+3%	+$8.96K	0.04%	437
2023 Q1	$352K	Buy	2,499 +117	+5%	+$17.1K	0.04%	417
2022 Q4	$341K	Sell	2,382 -1,509	-39%	-$206K	0.04%	410
2022 Q3	$527K	Sell	3,891 -18	-0.5%	-$2.85K	0.07%	282
2022 Q2	$623K	Sell	3,909 -93	-2%	-$15.6K	0.08%	253
2022 Q1	$702K	Sell	4,002 -368	-8%	-$68.4K	0.08%	259
2021 Q4	$918K	Buy	4,370 +624	+17%	+$123K	0.1%	220
2021 Q3	$693K	Buy	3,746 +298	+9%	+$57.5K	0.09%	246
2021 Q2	$591K	Buy	3,448 +453	+15%	+$75.1K	0.1%	238
2021 Q1	$449K	Buy	2,995 +1,494	+100%	+$221K	0.09%	263
2020 Q4	$228K	Buy	+1,501	New	+$217K	0.07%	294