WAG
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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