Glassman Wealth Services’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
2024 Q1	–	Sell	-44	Closed	-$3.1K	–	703
2023 Q4	$3.1K	Buy	44 +6	+16%	+$408	﹤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%	+$1.77K	﹤0.01%	1209
2022 Q3	$1K	Sell	10 -16	-62%	-$1.15K	﹤0.01%	1385
2022 Q2	$2K	Buy	26 +21	+420%	+$1.57K	﹤0.01%	1228
2022 Q1	$0	Sell	5 -24	-83%	-$1.85K	﹤0.01%	1720
2021 Q4	$3K	Buy	29 +24	+480%	+$2.02K	﹤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%	-$491	﹤0.01%	1307
2020 Q1	$1K	Buy	13 +5	+63%	+$341	﹤0.01%	855
2019 Q4	$1K	Buy	+8	New	+$556	﹤0.01%	900