Heritage Wealth Advisors’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
2023 Q4	–	Sell	-324	Closed	-$20.7K	–	574
2023 Q3	$20.7K	Hold	324	–	–	﹤0.01%	380
2023 Q2	$21.7K	Hold	324	–	–	﹤0.01%	393
2023 Q1	$21.8K	Hold	324	–	–	﹤0.01%	396
2022 Q4	$20.9K	Hold	324	–	–	﹤0.01%	407
2022 Q3	$20.4K	Hold	324	–	–	﹤0.01%	381
2022 Q2	$23K	Hold	324	–	–	﹤0.01%	410
2022 Q1	$25K	Hold	324	–	–	﹤0.01%	381
2021 Q4	$28K	Hold	324	–	–	﹤0.01%	375
2021 Q3	$25.3K	Hold	324	–	–	﹤0.01%	384
2021 Q2	$24.1K	Hold	324	–	–	﹤0.01%	398
2021 Q1	$20.6K	Hold	324	–	–	﹤0.01%	418
2020 Q4	$21K	Hold	324	–	–	﹤0.01%	403
2020 Q3	$19.9K	Hold	324	–	–	﹤0.01%	348
2020 Q2	$20.3K	Hold	324	–	–	﹤0.01%	332
2020 Q1	$18.6K	Hold	324	–	–	﹤0.01%	329
2019 Q4	$22.8K	Hold	324	–	–	﹤0.01%	371
2019 Q3	$21K	Hold	324	–	–	﹤0.01%	342
2019 Q2	$19.7K	Buy	+324	New	+$19.2K	﹤0.01%	338