Avior Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-125
| Closed | -$8.05K | – | 2705 |
|
|
2024
Q1 | $8.05K | Buy |
+125
| New | +$8.05K | ﹤0.01% | 1937 |
|
|
2023
Q4 | – | Sell |
-91
| Closed | -$5.8K | – | 1572 |
|
|
2023
Q3 | $5.8K | Hold |
91
| – | – | ﹤0.01% | 1148 |
|
|
2023
Q2 | $6.09K | Hold |
91
| – | – | ﹤0.01% | 1127 |
|
|
2023
Q1 | $6.11K | Buy |
+91
| New | +$6.11K | ﹤0.01% | 1147 |
|
|
2020
Q4 | – | Sell |
-5,070
| Closed | -$310K | – | 1007 |
|
|
2020
Q3 | $310K | Buy |
5,070
+50
| +1% | +$3.06K | 0.04% | 329 |
|
|
2020
Q2 | $313K | Buy |
5,020
+620
| +14% | +$38.7K | 0.05% | 325 |
|
|
2020
Q1 | $252K | Buy |
4,400
+4,266
| +3,184% | +$244K | 0.05% | 304 |
|
|
2019
Q4 | $9K | Buy |
134
+108
| +415% | +$7.25K | ﹤0.01% | 607 |
|
|
2019
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 712 |
|