NWM

Napa Wealth Management’s Sun Communities SUI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,886	Closed	-$255K	–	211
2024 Q3	$255K	Buy	+1,886	New	+$255K	0.12%	145
2024 Q1	–	Sell	-2,373	Closed	-$317K	–	108
2023 Q4	$317K	Buy	+2,373	New	+$317K	0.17%	85