Glassman Wealth Services’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	-91	Closed	-$12.3K	–	198
2024 Q3	$12.3K	Buy	+91	New	+$12K	﹤0.01%	142
2024 Q1	–	Sell	-76	Closed	-$10.2K	–	1613
2023 Q4	$10.2K	Sell	76 -70	-48%	-$8.43K	﹤0.01%	879
2023 Q3	$17.3K	Sell	146 -38	-21%	-$4.82K	﹤0.01%	691
2023 Q2	$24K	Sell	184 -6	-3%	-$803	﹤0.01%	579
2023 Q1	$26.8K	Buy	190 +8	+4%	+$1.17K	﹤0.01%	563
2022 Q4	$26K	Buy	182 +97	+114%	+$13.2K	﹤0.01%	596
2022 Q3	$12K	Sell	85 -27	-24%	-$4.27K	﹤0.01%	753
2022 Q2	$18K	Sell	112 -15	-12%	-$2.52K	﹤0.01%	665
2022 Q1	$22K	Buy	127 +26	+26%	+$4.83K	﹤0.01%	622
2021 Q4	$21K	Hold	101	–	–	﹤0.01%	602
2021 Q3	$19K	Hold	101	–	–	﹤0.01%	597
2021 Q2	$17K	Hold	101	–	–	﹤0.01%	624
2021 Q1	$15K	Sell	101 -89	-47%	-$13.1K	﹤0.01%	608
2020 Q4	$29K	Buy	190 +188	+9,400%	+$27.2K	0.01%	433
2020 Q3	$0	Hold	2	–	–	﹤0.01%	1487
2020 Q2	$0	Sell	2 -6	-75%	-$796	﹤0.01%	1517
2020 Q1	$1K	Buy	8 +2	+33%	+$302	﹤0.01%	987
2019 Q4	$1K	Buy	+6	New	+$934	﹤0.01%	1037