AWM
Activest Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 1164 |
|
2025
Q1 | – | Sell |
-1
| Closed | -$67 | – | 1168 |
|
2024
Q4 | $67 | Buy |
+1
| New | +$67 | ﹤0.01% | 726 |
|
2023
Q1 | – | Sell |
-49
| Closed | -$3.17K | – | 382 |
|
2022
Q4 | $3.17K | Hold |
49
| – | – | ﹤0.01% | 383 |
|
2022
Q3 | $3K | Buy |
49
+27
| +123% | +$1.65K | ﹤0.01% | 375 |
|
2022
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 327 |
|