Creative Planning’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
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|
2025
Q1 | $697K | Sell |
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|
2024
Q4 | $738K | Buy |
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|
2024
Q3 | $479K | Buy |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $209K | Sell |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $426K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $24K | Sell |
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|
2017
Q1 | $24K | Buy |
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|
2016
Q4 | $20K | Sell |
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|
2016
Q3 | $25K | Sell |
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|
2016
Q2 | $28K | Hold |
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|
2016
Q1 | $25K | Buy |
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|
2015
Q4 | $23K | Buy |
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|
2015
Q3 | $18K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2K | Hold |
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|
2014
Q4 | $2K | Sell |
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|
2014
Q3 | $44K | Buy |
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