Independent Advisor Alliance’s Sun Communities SUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,236	Closed	-$217K	–	689
2022 Q1	$217K	Buy	1,236 +1	+0.1%	+$176	0.01%	595
2021 Q4	$259K	Buy	1,235 +4	+0.3%	+$839	0.01%	562
2021 Q3	$228K	Buy	1,231 +42	+4%	+$7.78K	0.01%	563
2021 Q2	$204K	Buy	+1,189	New	+$204K	0.01%	585