Whipplewood Advisors’s Sun Communities SUI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01K Sell
8
-35
-81% -$4.43K ﹤0.01% 1020
2025
Q1
$1.03K Buy
43
+35
+438% +$838 ﹤0.01% 1021
2024
Q4
$984 Buy
+8
New +$984 ﹤0.01% 1026