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 |
|