RFA
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Resurgent Financial Advisors’s Sun Communities SUI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-897
Closed -$128K 610
2022
Q4
$128K Sell
897
-831
-48% -$119K 0.07% 265
2022
Q3
$233K Buy
1,728
+87
+5% +$11.7K 0.16% 163
2022
Q2
$262K Buy
1,641
+221
+16% +$35.3K 0.17% 142
2022
Q1
$249K Buy
+1,420
New +$249K 0.15% 144