GC Wealth Management RIA’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
Q1 | – | Sell |
-5,680
| Closed | -$378K | – | 314 |
|
2024
Q4 | $378K | Buy |
5,680
+139
| +3% | +$9.26K | 0.07% | 209 |
|
2024
Q3 | $395K | Buy |
5,541
+2,208
| +66% | +$158K | 0.07% | 219 |
|
2024
Q2 | $217K | Buy |
+3,333
| New | +$217K | 0.04% | 255 |
|
2024
Q1 | – | Sell |
-2,893
| Closed | -$204K | – | 276 |
|
2023
Q4 | $204K | Buy |
+2,893
| New | +$204K | 0.09% | 212 |
|