Exencial Wealth Advisors’s Sun Communities SUI Stock Holding History

Exencial Wealth Advisors’s Portfolio SUI Stock Details SUI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$275K	Sell
2022 Q4	$4.96M	Sell
2022 Q3	$4.83M	Sell
2022 Q2	$6.27M	Sell
2022 Q1	$7.4M	Sell
2021 Q4	$8.97M	Buy
2021 Q3	$3.61M	Buy
2021 Q2	–	Sell
2021 Q1	$448K	Buy