LWL
Leo Wealth LLC’s Envela ELA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $132K | Buy |
+21,570
| New | +$132K | 0.01% | 378 |
|
2025
Q1 | – | Sell |
-21,570
| Closed | -$155K | – | 302 |
|
2024
Q4 | $155K | Sell |
21,570
-95
| -0.4% | -$682 | 0.01% | 346 |
|
2024
Q3 | $119K | Sell |
21,665
-61,790
| -74% | -$339K | 0.01% | 334 |
|
2024
Q2 | $384K | Hold |
83,455
| – | – | 0.04% | 245 |
|
2024
Q1 | $381K | Hold |
83,455
| – | – | 0.04% | 241 |
|
2023
Q4 | $366K | Buy |
+83,455
| New | +$366K | 0.04% | 237 |
|