Global Wealth Management Investment Advisory’s Sun Communities SUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,774	Closed	-$587K	–	149
2024 Q4	$587K	Buy	4,774 +585	+14%	+$74.9K	0.12%	113
2024 Q3	$566K	Buy	4,189 +458	+12%	+$60.2K	0.12%	113
2024 Q2	$449K	Buy	3,731 +306	+9%	+$36.4K	0.1%	117
2024 Q1	$440K	Buy	3,425 +129	+4%	+$16.7K	0.11%	117
2023 Q4	$441K	Buy	3,296 +240	+8%	+$28.9K	0.11%	120
2023 Q3	$362K	Buy	3,056 +312	+11%	+$39.6K	0.1%	120
2023 Q2	$358K	Buy	2,744 +182	+7%	+$24.3K	0.1%	122
2023 Q1	$361K	Sell	2,562 -22	-0.9%	-$3.21K	0.11%	117
2022 Q4	$370K	Buy	2,584 +203	+9%	+$27.7K	0.12%	112
2022 Q3	$322K	Buy	2,381 +262	+12%	+$41.4K	0.11%	112
2022 Q2	$338K	Buy	2,119 +298	+16%	+$50K	0.11%	114
2022 Q1	$319K	Buy	1,821 +252	+16%	+$46.8K	0.1%	124
2021 Q4	$329K	Buy	1,569 +236	+18%	+$46.5K	0.1%	118
2021 Q3	$247K	Buy	1,333 +227	+21%	+$43.8K	0.08%	125
2021 Q2	$190K	Buy	1,106 +440	+66%	+$72.9K	0.06%	130
2021 Q1	$100K	Buy	666 +114	+21%	+$16.8K	0.04%	163
2020 Q4	$84K	Buy	552 +55	+11%	+$7.96K	0.03%	157
2020 Q3	$70K	Buy	+497	New	+$71.3K	0.03%	159