WAG
Wiser Advisor Group’s Equity Lifestyle Properties ELS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-412
| Closed | -$27.5K | – | 105 |
|
2025
Q1 | $27.5K | Buy |
412
+3
| +0.7% | +$200 | 0.04% | 130 |
|
2024
Q4 | $27.2K | Buy |
409
+3
| +0.7% | +$200 | 0.04% | 127 |
|
2024
Q3 | $29K | Buy |
406
+3
| +0.7% | +$214 | 0.04% | 130 |
|
2024
Q2 | $26.2K | Buy |
403
+5
| +1% | +$326 | 0.04% | 130 |
|
2024
Q1 | $25.8K | Buy |
398
+1
| +0.3% | +$65 | 0.04% | 131 |
|
2023
Q4 | $28K | Buy |
+397
| New | +$28K | 0.05% | 129 |
|