Heritage 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
2023 Q4	–	Sell	-400	Closed	-$47.3K	–	592
2023 Q3	$47.3K	Hold	400	–	–	﹤0.01%	307
2023 Q2	$52.2K	Hold	400	–	–	﹤0.01%	320
2023 Q1	$56.4K	Sell	400 -400	-50%	-$58.5K	﹤0.01%	306
2022 Q4	$114K	Hold	800	–	–	0.01%	253
2022 Q3	$108K	Hold	800	–	–	0.01%	246
2022 Q2	$127K	Hold	800	–	–	0.01%	238
2022 Q1	$140K	Hold	800	–	–	0.01%	222
2021 Q4	$168K	Hold	800	–	–	0.01%	217
2021 Q3	$148K	Hold	800	–	–	0.01%	221
2021 Q2	$137K	Hold	800	–	–	0.01%	227
2021 Q1	$120K	Hold	800	–	–	0.01%	246
2020 Q4	$122K	Hold	800	–	–	0.01%	238
2020 Q3	$112K	Hold	800	–	–	0.01%	196
2020 Q2	$109K	Hold	800	–	–	0.02%	197
2020 Q1	$99.9K	Hold	800	–	–	0.02%	189
2019 Q4	$120K	Buy	+800	New	+$125K	0.02%	212