Carolina Wealth Advisors’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 Q4	–	Sell	-51	Closed	-$6.89K	–	348
2024 Q3	$6.89K	Hold	51	–	–	﹤0.01%	197
2024 Q2	$6.14K	Hold	51	–	–	﹤0.01%	161
2024 Q1	$6.56K	Hold	51	–	–	﹤0.01%	161
2023 Q4	$6.82K	Hold	51	–	–	﹤0.01%	174
2023 Q3	$6.04K	Hold	51	–	–	﹤0.01%	182
2023 Q2	$6.65K	Hold	51	–	–	﹤0.01%	170
2023 Q1	$7.18K	Hold	51	–	–	﹤0.01%	159
2022 Q4	$7K	Hold	51	–	–	﹤0.01%	160
2022 Q3	$7K	Hold	51	–	–	0.01%	158
2022 Q2	$8K	Hold	51	–	–	0.01%	180
2022 Q1	$9K	Hold	51	–	–	0.01%	187
2021 Q4	$11K	Hold	51	–	–	0.01%	183
2021 Q3	$9K	Hold	51	–	–	0.01%	185
2021 Q2	$9K	Hold	51	–	–	0.01%	194
2021 Q1	$8K	Hold	51	–	–	0.01%	219
2020 Q4	$8K	Hold	51	–	–	0.01%	159
2020 Q3	$7K	Hold	51	–	–	0.01%	159
2020 Q2	$7K	Hold	51	–	–	0.01%	131
2020 Q1	$6K	Buy	+51	New	+$7.7K	0.01%	128