Mount Yale Investment 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
2025 Q3	–	Sell	-238	Closed	-$30.1K	–	1495
2025 Q2	$30.1K	Buy	+238	New	+$29.5K	﹤0.01%	951
2024 Q1	–	Sell	-3,268	Closed	-$437K	–	563
2023 Q4	$437K	Sell	3,268 -1,218	-27%	-$147K	0.04%	344
2023 Q3	$531K	Buy	4,486 +345	+8%	+$43.8K	0.06%	296
2023 Q2	$540K	Sell	4,141 -167	-4%	-$22.3K	0.06%	295
2023 Q1	$607K	Buy	4,308 +115	+3%	+$16.8K	0.07%	267
2022 Q4	$600K	Sell	4,193 -371	-8%	-$50.7K	0.07%	257
2022 Q3	$618K	Buy	4,564 +15	+0.3%	+$2.37K	0.08%	243
2022 Q2	$725K	Sell	4,549 -135	-3%	-$22.7K	0.09%	223
2022 Q1	$821K	Sell	4,684 -238	-5%	-$44.2K	0.09%	227
2021 Q4	$1.03M	Sell	4,922 -9	-0.2%	-$1.77K	0.11%	195
2021 Q3	$913K	Sell	4,931 -63	-1%	-$12.2K	0.11%	207
2021 Q2	$856K	Sell	4,994 -84	-2%	-$13.9K	0.1%	205
2021 Q1	$762K	Buy	5,078 +1,300	+34%	+$192K	0.1%	215
2020 Q4	$574K	Sell	3,778 -528	-12%	-$76.4K	0.08%	235
2020 Q3	$606K	Buy	4,306 +21	+0.5%	+$3.01K	0.1%	220
2020 Q2	$581K	Buy	4,285 +799	+23%	+$106K	0.1%	208
2020 Q1	$435K	Buy	3,486 +334	+11%	+$50.4K	0.1%	197
2019 Q4	$511K	Sell	3,152 -19	-0.6%	-$2.96K	0.09%	195
2019 Q3	$490K	Buy	+3,171	New	+$448K	0.09%	193