Wealthspire Advisors (Maryland)’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-48
| Closed | -$3K | – | 919 |
|
|
2019
Q1 | $3K | Sell |
48
-12
| -20% | -$750 | ﹤0.01% | 1991 |
|
|
2018
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 1930 |
|
|
2018
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 2014 |
|
|
2018
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 1991 |
|
|
2018
Q1 | $3K | Buy |
60
+12
| +25% | +$600 | ﹤0.01% | 2008 |
|
|
2017
Q4 | $2K | Buy |
48
+12
| +33% | +$500 | ﹤0.01% | 2110 |
|
|
2017
Q3 | $2K | Sell |
36
-6
| -14% | -$333 | ﹤0.01% | 1974 |
|
|
2017
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 1977 |
|
|
2017
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1682 |
|