Curi Wealth Management’s Sun Communities SUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,500	Closed	-$215K	–	187
2022 Q4	$215K	Buy	+1,500	New	+$215K	0.03%	178