Carolinas Wealth Consulting’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-58
| Closed | -$3.85K | – | 264 |
|
|
2025
Q1 | $3.85K | Hold |
58
| – | – | ﹤0.01% | 649 |
|
|
2024
Q4 | $3.87K | Buy |
58
+28
| +93% | +$1.87K | ﹤0.01% | 684 |
|
|
2024
Q3 | $2.11K | Sell |
30
-1
| -3% | -$70 | ﹤0.01% | 808 |
|
|
2024
Q2 | $1.99K | Buy |
31
+4
| +15% | +$257 | ﹤0.01% | 797 |
|
|
2024
Q1 | $1.78K | Buy |
27
+2
| +8% | +$132 | ﹤0.01% | 809 |
|
|
2023
Q4 | $1.81K | Sell |
25
-21
| -46% | -$1.52K | ﹤0.01% | 753 |
|
|
2023
Q3 | $3.04K | Sell |
46
-15
| -25% | -$991 | ﹤0.01% | 688 |
|
|
2023
Q2 | $4.08K | Buy |
61
+1
| +2% | +$67 | ﹤0.01% | 705 |
|
|
2023
Q1 | $4.06K | Hold |
60
| – | – | ﹤0.01% | 725 |
|
|
2022
Q4 | $3.9K | Buy |
+60
| New | +$3.9K | ﹤0.01% | 723 |
|
|
2020
Q4 | – | Sell |
-14
| Closed | -$1K | – | 905 |
|
|
2020
Q3 | $1K | Sell |
14
-6
| -30% | -$429 | ﹤0.01% | 816 |
|
|
2020
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 561 |
|