Congress Asset 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
Q1 | – | Sell |
-4,645
| Closed | -$328K | – | 363 |
|
|
2023
Q4 | $328K | Sell |
4,645
-2,520
| -35% | -$178K | ﹤0.01% | 356 |
|
|
2023
Q3 | $456K | Buy |
7,165
+1,505
| +27% | +$95.9K | ﹤0.01% | 341 |
|
|
2023
Q2 | $379K | Sell |
5,660
-7,753
| -58% | -$519K | ﹤0.01% | 345 |
|
|
2023
Q1 | $900K | Buy |
13,413
+7,743
| +137% | +$520K | 0.01% | 310 |
|
|
2022
Q4 | $366K | Buy |
+5,670
| New | +$366K | ﹤0.01% | 352 |
|