Carson Wealth (CWM LLC)’s Equity Lifestyle Properties ELS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
18,778
+15,569
| +485% | +$960K | ﹤0.01% | 1175 |
|
|
2025
Q1 | $214K | Buy |
3,209
+1,175
| +58% | +$78.4K | ﹤0.01% | 1877 |
|
|
2024
Q4 | $135K | Sell |
2,034
-333
| -14% | -$22.1K | ﹤0.01% | 2075 |
|
|
2024
Q3 | $169K | Buy |
2,367
+493
| +26% | +$35.2K | ﹤0.01% | 1846 |
|
|
2024
Q2 | $122K | Sell |
1,874
-174
| -8% | -$11.3K | ﹤0.01% | 1848 |
|
|
2024
Q1 | $132K | Buy |
2,048
+49
| +2% | +$3.16K | ﹤0.01% | 1719 |
|
|
2023
Q4 | $141K | Sell |
1,999
-30
| -1% | -$2.12K | ﹤0.01% | 1575 |
|
|
2023
Q3 | $129K | Buy |
2,029
+198
| +11% | +$12.6K | ﹤0.01% | 1496 |
|
|
2023
Q2 | $122K | Buy |
1,831
+275
| +18% | +$18.3K | ﹤0.01% | 1466 |
|
|
2023
Q1 | $104K | Buy |
1,556
+216
| +16% | +$14.4K | ﹤0.01% | 1470 |
|
|
2022
Q4 | $87K | Buy |
1,340
+925
| +223% | +$60.1K | ﹤0.01% | 1435 |
|
|
2022
Q3 | $26K | Sell |
415
-91
| -18% | -$5.7K | ﹤0.01% | 2051 |
|
|
2022
Q2 | $36K | Sell |
506
-42
| -8% | -$2.99K | ﹤0.01% | 1777 |
|
|
2022
Q1 | $42K | Buy |
548
+88
| +19% | +$6.75K | ﹤0.01% | 1676 |
|
|
2021
Q4 | $40K | Buy |
+460
| New | +$40K | ﹤0.01% | 1661 |
|
|
2021
Q2 | $28K | Hold |
379
| – | – | ﹤0.01% | 1635 |
|
|
2021
Q1 | $28K | Hold |
379
| – | – | ﹤0.01% | 1635 |
|
|
2020
Q4 | $28K | Hold |
379
| – | – | ﹤0.01% | 1635 |
|
|
2020
Q3 | $28K | Hold |
379
| – | – | ﹤0.01% | 1635 |
|
|
2020
Q2 | $28K | Hold |
379
| – | – | ﹤0.01% | 1635 |
|
|
2020
Q1 | $28K | Hold |
379
| – | – | ﹤0.01% | 1635 |
|
|
2019
Q4 | $28K | Sell |
379
-379
| -50% | -$28K | ﹤0.01% | 1635 |
|
|
2019
Q3 | $28K | Hold |
758
| – | – | ﹤0.01% | 1635 |
|
|
2019
Q2 | $28K | Hold |
758
| – | – | ﹤0.01% | 1635 |
|
|
2019
Q1 | $28K | Buy |
+758
| New | +$28K | ﹤0.01% | 1635 |
|
|
2018
Q1 | – | Sell |
-212
| Closed | -$9K | – | 1438 |
|
|
2017
Q4 | $9K | Buy |
212
+62
| +41% | +$2.63K | ﹤0.01% | 907 |
|
|
2017
Q3 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 1021 |
|