Glassman Wealth Services’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-44
| Closed | -$3.1K | – | 703 |
|
|
2023
Q4 | $3.1K | Buy |
44
+6
| +16% | +$423 | ﹤0.01% | 1210 |
|
|
2023
Q3 | $2.42K | Hold |
38
| – | – | ﹤0.01% | 1274 |
|
|
2023
Q2 | $2.54K | Hold |
38
| – | – | ﹤0.01% | 1175 |
|
|
2023
Q1 | $2.55K | Hold |
38
| – | – | ﹤0.01% | 1174 |
|
|
2022
Q4 | $2.46K | Buy |
38
+28
| +280% | +$1.81K | ﹤0.01% | 1209 |
|
|
2022
Q3 | $1K | Sell |
10
-16
| -62% | -$1.6K | ﹤0.01% | 1385 |
|
|
2022
Q2 | $2K | Buy |
26
+21
| +420% | +$1.62K | ﹤0.01% | 1228 |
|
|
2022
Q1 | $0 | Sell |
5
-24
| -83% | – | ﹤0.01% | 1720 |
|
|
2021
Q4 | $3K | Buy |
29
+24
| +480% | +$2.48K | ﹤0.01% | 1091 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1647 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1502 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1392 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1368 |
|
|
2020
Q2 | $0 | Sell |
5
-8
| -62% | – | ﹤0.01% | 1307 |
|
|
2020
Q1 | $1K | Buy |
13
+5
| +63% | +$385 | ﹤0.01% | 855 |
|
|
2019
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 900 |
|