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