Bogart Wealth LLC’s Equity Lifestyle Properties ELS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15
Closed -$1K 1470
2025
Q1
$1K Buy
+15
New +$1K ﹤0.01% 1171
2024
Q3
Sell
-56
Closed -$3.64K 1152
2024
Q2
$3.64K Buy
56
+1
+2% +$65 ﹤0.01% 846
2024
Q1
$3.57K Hold
55
﹤0.01% 830
2023
Q4
$3.89K Hold
55
﹤0.01% 799
2023
Q3
$3.49K Buy
55
+1
+2% +$63 ﹤0.01% 798
2023
Q2
$3.64K Hold
54
﹤0.01% 785
2023
Q1
$3.63K Buy
+54
New +$3.63K ﹤0.01% 798