Congress 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
2025 Q2	$668K	Sell	10,826 -199	-2%	-$12.3K	0.01%	828
2025 Q1	$736K	Sell	11,025 -104	-0.9%	-$6.94K	0.01%	706
2024 Q4	$741K	Buy	11,129 +985	+10%	+$65.6K	0.01%	566
2024 Q3	$724K	Buy	+10,144	New	+$724K	0.01%	574