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Dogwood Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Dogwood Wealth Management’s Portfolio ELS Stock Details ELS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16K Buy
248
+175
+240% +$11.1K 0.01% 290
2026
Q1 		$4.56K Sell
73
-15
-17% -$972 ﹤0.01% 494
2025
Q4 		$5.33K Buy
88
+46
+110% +$2.84K ﹤0.01% 409
2025
Q3 		$2.55K Sell
42
-218
-84% -$13.2K ﹤0.01% 498
2025
Q2 		$16.1K Buy
+260
New +$16.6K 0.01% 202
2024
Q4 		– Hold
0
– -$1 – 406
2024
Q3 		– Hold
0
– – – 545
2024
Q2 		– Hold
0
– – – 578
2024
Q1 		– Hold
0
– – – 581
2023
Q4 		– Hold
0
– – – 536

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