Elevation Wealth Partners’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 | $1.16M | Hold |
18,798
| – | – | 0.46% | 41 |
|
2025
Q1 | $1.25M | Hold |
18,798
| – | – | 0.54% | 37 |
|
2024
Q4 | $1.25M | Sell |
18,798
-292
| -2% | -$19.4K | 0.53% | 37 |
|
2024
Q3 | $1.36M | Hold |
19,090
| – | – | 0.58% | 36 |
|
2024
Q2 | $1.24M | Hold |
19,090
| – | – | 0.59% | 36 |
|
2024
Q1 | $1.23M | Hold |
19,090
| – | – | 0.61% | 33 |
|
2023
Q4 | $1.22M | Buy |
+19,090
| New | +$1.22M | 0.73% | 27 |
|