LWAM
Legacy Wealth Asset Management’s Equity Lifestyle Properties ELS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
3,967
+33
| +0.8% | +$2.04K | 0.06% | 331 |
|
|
2025
Q1 | $262K | Sell |
3,934
-9
| -0.2% | -$600 | 0.07% | 312 |
|
|
2024
Q4 | $263K | Buy |
3,943
+43
| +1% | +$2.86K | 0.07% | 322 |
|
|
2024
Q3 | $278K | Buy |
3,900
+91
| +2% | +$6.49K | 0.07% | 315 |
|
|
2024
Q2 | $248K | Buy |
3,809
+149
| +4% | +$9.7K | 0.07% | 314 |
|
|
2024
Q1 | $236K | Buy |
3,660
+129
| +4% | +$8.31K | 0.07% | 324 |
|
|
2023
Q4 | $249K | Sell |
3,531
-7
| -0.2% | -$494 | 0.08% | 312 |
|
|
2023
Q3 | $225K | Buy |
3,538
+2
| +0.1% | +$127 | 0.08% | 305 |
|
|
2023
Q2 | $237K | Buy |
3,536
+8
| +0.2% | +$535 | 0.08% | 318 |
|
|
2023
Q1 | $237K | Buy |
3,528
+27
| +0.8% | +$1.81K | 0.09% | 310 |
|
|
2022
Q4 | $226K | Buy |
3,501
+107
| +3% | +$6.91K | 0.09% | 313 |
|
|
2022
Q3 | $213K | Sell |
3,394
-26
| -0.8% | -$1.63K | 0.09% | 300 |
|
|
2022
Q2 | $241K | Buy |
3,420
+96
| +3% | +$6.77K | 0.1% | 263 |
|
|
2022
Q1 | $254K | Buy |
3,324
+132
| +4% | +$10.1K | 0.09% | 267 |
|
|
2021
Q4 | $280K | Buy |
3,192
+146
| +5% | +$12.8K | 0.09% | 262 |
|
|
2021
Q3 | $238K | Sell |
3,046
-23
| -0.7% | -$1.8K | 0.11% | 268 |
|
|
2021
Q2 | $228K | Buy |
+3,069
| New | +$228K | 0.1% | 278 |
|