Financial Gravity Asset Management’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-67
| Closed | -$1.21K | – | 1401 |
|
|
2023
Q2 | $1.21K | Buy |
+67
| New | +$1.21K | ﹤0.01% | 762 |
|
|
2022
Q4 | – | Sell |
-1,134
| Closed | -$2.23K | – | 1443 |
|
|
2022
Q3 | $2.23K | Sell |
1,134
-126
| -10% | -$247 | 0.08% | 262 |
|
|
2022
Q2 | $2.59K | Buy |
+1,260
| New | +$2.59K | 0.08% | 246 |
|
|
2022
Q1 | – | Sell |
-352
| Closed | -$73 | – | 933 |
|
|
2021
Q4 | $73 | Buy |
+352
| New | +$73 | ﹤0.01% | 690 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | -$197 | – | 266 |
|
|
2020
Q1 | $197 | Sell |
3
-2
| -40% | -$131 | ﹤0.01% | 734 |
|
|
2019
Q4 | $70K | Buy |
+5
| New | +$70K | 0.05% | 474 |
|