TrueWealth LLC’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
Q2 | – | Sell |
-60
| Closed | -$3K | – | 727 |
|
|
2020
Q1 | $3K | Sell |
60
-40
| -40% | -$2K | ﹤0.01% | 601 |
|
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 514 |
|
|
2019
Q3 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 505 |
|
|
2019
Q2 | – | Hold |
0
| – | -$6K | – | 537 |
|
|
2019
Q1 | – | Hold |
0
| – | -$5K | – | 535 |
|
|
2018
Q4 | – | Hold |
0
| – | -$5K | – | 541 |
|
|
2018
Q3 | – | Hold |
0
| – | -$5K | – | 611 |
|
|
2018
Q2 | – | Hold |
0
| – | -$7K | – | 609 |
|
|
2018
Q1 | – | Hold |
0
| – | -$7K | – | 511 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 578 |
|