Carson Wealth (CWM LLC)’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $97K | Sell |
|
|||||
|
2025
Q2 | $1.16M | Buy |
|
|||||
|
2025
Q1 | $214K | Buy |
|
|||||
|
2024
Q4 | $135K | Sell |
|
|||||
|
2024
Q3 | $169K | Buy |
|
|||||
|
2024
Q2 | $122K | Sell |
|
|||||
|
2024
Q1 | $132K | Buy |
|
|||||
|
2023
Q4 | $141K | Sell |
|
|||||
|
2023
Q3 | $129K | Buy |
|
|||||
|
2023
Q2 | $122K | Buy |
|
|||||
|
2023
Q1 | $104K | Buy |
|
|||||
|
2022
Q4 | $87K | Buy |
|
|||||
|
2022
Q3 | $26K | Sell |
|
|||||
|
2022
Q2 | $36K | Sell |
|
|||||
|
2022
Q1 | $42K | Buy |
|
|||||
|
2021
Q4 | $40K | Buy |
|
|||||
|
2021
Q2 | $28K | Hold |
|
|||||
|
2021
Q1 | $28K | Hold |
|
|||||
|
2020
Q4 | $28K | Hold |
|
|||||
|
2020
Q3 | $28K | Hold |
|
|||||
|
2020
Q2 | $28K | Hold |
|
|||||
|
2020
Q1 | $28K | Hold |
|
|||||
|
2019
Q4 | $28K | Sell |
|
|||||
|
2019
Q3 | $28K | Hold |
|
|||||
|
2019
Q2 | $28K | Hold |
|
|||||
|
2019
Q1 | $28K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $9K | Buy |
|
|||||
|
2017
Q3 | $6K | Buy |
|