Wealthspire Advisors (Maryland)’s Sun Communities SUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-186	Closed	-$22K	–	1862
2019 Q1	$22K	Hold	186	–	–	﹤0.01%	1240
2018 Q4	$19K	Buy	186 +9	+5%	+$917	﹤0.01%	1226
2018 Q3	$18K	Buy	177 +8	+5%	+$799	﹤0.01%	1346
2018 Q2	$17K	Buy	169 +2	+1%	+$188	﹤0.01%	1382
2018 Q1	$15K	Buy	167 +34	+26%	+$3K	﹤0.01%	1410
2017 Q4	$12K	Buy	133 +11	+9%	+$1.01K	﹤0.01%	1522
2017 Q3	$10K	Buy	122 +6	+5%	+$530	﹤0.01%	1584
2017 Q2	$10K	Buy	116 +5	+5%	+$429	﹤0.01%	1543
2017 Q1	$9K	Buy	111 +26	+31%	+$2.07K	﹤0.01%	1378
2016 Q4	$7K	Hold	85	–	–	﹤0.01%	1334
2016 Q3	$7K	Hold	85	–	–	﹤0.01%	1333
2016 Q2	$7K	Hold	85	–	–	﹤0.01%	1279
2016 Q1	$6K	Sell	85 -4	-4%	-$270	﹤0.01%	1308
2015 Q4	$6K	Buy	+89	New	+$6K	﹤0.01%	1319