MWM

Moran Wealth Management’s Sun Communities SUI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,606	Closed	-$992K	–	423
2023 Q2	$992K	Sell	7,606 -2,213	-23%	-$289K	0.04%	251
2023 Q1	$1.38M	Buy	9,819 +1,629	+20%	+$229K	0.05%	244
2022 Q4	$1.17M	Buy	+8,190	New	+$1.17M	0.04%	246