WFG Advisors’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-62
| Closed | -$2K | – | 1687 |
|
|
2015
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 1522 |
|
|
2014
Q4 | $2K | Sell |
62
-1,448
| -96% | -$46.7K | ﹤0.01% | 1819 |
|
|
2014
Q3 | $32K | Buy |
1,510
+62
| +4% | +$1.31K | 0.01% | 1080 |
|
|
2014
Q2 | $32K | Hold |
1,448
| – | – | 0.01% | 1074 |
|
|
2014
Q1 | $29K | Hold |
1,448
| – | – | 0.01% | 1103 |
|
|
2013
Q4 | $26K | Sell |
1,448
-1,114
| -43% | -$20K | ﹤0.01% | 1235 |
|
|
2013
Q3 | $44K | Sell |
2,562
-66
| -3% | -$1.13K | 0.01% | 977 |
|
|
2013
Q2 | $52K | Buy |
+2,628
| New | +$52K | 0.01% | 870 |
|