LifePlan Financial’s Sun Communities SUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,867	Closed	-$225K	–	94
2024 Q2	$225K	Buy	1,867 +4	+0.2%	+$481	0.21%	87
2024 Q1	$240K	Sell	1,863 -222	-11%	-$28.5K	0.22%	87
2023 Q4	$279K	Buy	+2,085	New	+$279K	0.28%	78