Legacy Wealth Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $244K | Buy |
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|
2025
Q2 | $245K | Buy |
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|
2025
Q1 | $262K | Sell |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $236K | Buy |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $238K | Sell |
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|
2021
Q2 | $228K | Buy |
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