Spire Wealth Management’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
Q2 | – | Sell |
-8
| Closed | -$534 | – | 2426 |
|
|
2025
Q1 | $534 | Buy |
+8
| New | +$534 | ﹤0.01% | 2457 |
|
|
2022
Q2 | – | Sell |
-59
| Closed | -$5K | – | 2695 |
|
|
2022
Q1 | $5K | Sell |
59
-54
| -48% | -$4.58K | ﹤0.01% | 2227 |
|
|
2021
Q4 | $10K | Sell |
113
-120
| -52% | -$10.6K | ﹤0.01% | 2371 |
|
|
2021
Q3 | $18K | Hold |
233
| – | – | ﹤0.01% | 1892 |
|
|
2021
Q2 | $17K | Buy |
233
+120
| +106% | +$8.76K | ﹤0.01% | 1938 |
|
|
2021
Q1 | $7K | Buy |
+113
| New | +$7K | ﹤0.01% | 2513 |
|