Arkadios Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,479
| Closed | -$115K | – | 898 |
|
2021
Q3 | $115K | Buy |
1,479
+287
| +24% | +$22.3K | 0.02% | 648 |
|
2021
Q2 | $88K | Buy |
1,192
+741
| +164% | +$54.7K | 0.01% | 752 |
|
2021
Q1 | $28K | Buy |
451
+292
| +184% | +$18.1K | ﹤0.01% | 867 |
|
2020
Q4 | $10K | Sell |
159
-582
| -79% | -$36.6K | ﹤0.01% | 951 |
|
2020
Q3 | $47.3K | Buy |
741
+227
| +44% | +$14.5K | 0.02% | 429 |
|
2020
Q2 | $32.6K | Buy |
+514
| New | +$32.6K | 0.02% | 448 |
|