Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-394
| Closed | -$25K | – | 190 |
|
|
2020
Q2 | $25K | Buy |
+394
| New | +$25K | 0.02% | 246 |
|
|
2020
Q1 | – | Sell |
-394
| Closed | -$28K | – | 194 |
|
|
2019
Q4 | $28K | Hold |
394
| – | – | 0.02% | 254 |
|
|
2019
Q3 | $26K | Hold |
394
| – | – | 0.02% | 253 |
|
|
2019
Q2 | $24K | Hold |
394
| – | – | 0.02% | 237 |
|
|
2019
Q1 | $23K | Hold |
394
| – | – | 0.02% | 244 |
|
|
2018
Q4 | $19K | Buy |
+394
| New | +$19K | 0.02% | 240 |
|