LGWM
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Litman Gregory Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-69,814
Closed -$4.92M 83
2022
Q2
$4.92M Buy
+69,814
New +$4.92M 0.72% 26