HHM Wealth Advisors’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 |
-10
| Closed | -$666 | – | 960 |
|
2024
Q4 | $666 | Buy |
+10
| New | +$666 | ﹤0.01% | 900 |
|
2024
Q2 | – | Sell |
-113
| Closed | -$7.28K | – | 802 |
|
2024
Q1 | $7.28K | Hold |
113
| – | – | ﹤0.01% | 576 |
|
2023
Q4 | $7.97K | Hold |
113
| – | – | ﹤0.01% | 548 |
|
2023
Q3 | $7.2K | Hold |
113
| – | – | ﹤0.01% | 568 |
|
2023
Q2 | $7.56K | Sell |
113
-20
| -15% | -$1.34K | ﹤0.01% | 582 |
|
2023
Q1 | $8.93K | Buy |
133
+27
| +25% | +$1.81K | ﹤0.01% | 545 |
|
2022
Q4 | $6.85K | Buy |
106
+19
| +22% | +$1.23K | ﹤0.01% | 501 |
|
2022
Q3 | $5K | Sell |
87
-66
| -43% | -$3.79K | ﹤0.01% | 524 |
|
2022
Q2 | $11K | Hold |
153
| – | – | ﹤0.01% | 513 |
|
2022
Q1 | $12K | Buy |
+153
| New | +$12K | ﹤0.01% | 517 |
|