Shelton Capital Management’s Sun Communities SUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,290	Closed	-$322K	–	815
2020 Q3	$322K	Hold	2,290	–	–	0.01%	528
2020 Q2	$311K	Sell	2,290 -250	-10%	-$33.2K	0.02%	431
2020 Q1	$317K	Hold	2,540	–	–	0.03%	382
2019 Q4	$381K	Hold	2,540	–	–	0.02%	438
2019 Q3	$377K	Sell	2,540 -850	-25%	-$120K	0.02%	434
2019 Q2	$435K	Buy	3,390 +2,988	+743%	+$371K	0.03%	387
2019 Q1	$3.39K	Sell	402 -2,988	-88%	-$332K	0.01%	687
2018 Q4	$345K	Hold	3,390	–	–	0.02%	416
2018 Q3	$344K	Buy	3,390 +1,290	+61%	+$129K	0.02%	514
2018 Q2	$206K	Sell	2,100 -100	-5%	-$9.4K	0.01%	793
2018 Q1	$201K	Hold	2,200	–	–	0.01%	788
2017 Q4	$204K	Buy	+2,200	New	+$202K	0.01%	808
2017 Q1	–	Sell	-3,200	Closed	-$245K	–	900
2016 Q4	$245K	Buy	+3,200	New	+$239K	0.02%	727