Valeo Financial 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
2021 Q2	–	Sell	-23	Closed	-$3K	–	1670
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	1725
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	1481
2020 Q3	$3K	Sell	23 -6	-21%	-$861	﹤0.01%	1366
2020 Q2	$4K	Buy	29 +6	+26%	+$796	﹤0.01%	1626
2020 Q1	$3K	Hold	23	–	–	﹤0.01%	1452
2019 Q4	$3K	Hold	23	–	–	﹤0.01%	1411
2019 Q3	$3K	Hold	23	–	–	﹤0.01%	1333
2019 Q2	$3K	Sell	23 -16	-41%	-$1.99K	﹤0.01%	1350
2019 Q1	$5K	Hold	39	–	–	﹤0.01%	1197
2018 Q4	$4K	Hold	39	–	–	﹤0.01%	1166
2018 Q3	$4K	Hold	39	–	–	﹤0.01%	1294
2018 Q2	$4K	Buy	39 +23	+144%	+$2.16K	﹤0.01%	1206
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	1467
2017 Q4	$1K	Buy	+16	New	+$1.47K	﹤0.01%	1316