Pettee Investors’s Sun Communities SUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,220	Closed	-$381K	–	124
2023 Q3	$381K	Hold	3,220	–	–	0.18%	96
2023 Q2	$420K	Hold	3,220	–	–	0.19%	94
2023 Q1	$454K	Buy	+3,220	New	+$454K	0.22%	92