EverSource Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
3,509
+2,390
| +214% | +$147K | 0.01% | 818 |
|
|
2025
Q1 | $74.6K | Buy |
1,119
+1,011
| +936% | +$67.4K | ﹤0.01% | 1033 |
|
|
2024
Q4 | $7.19K | Buy |
108
+53
| +96% | +$3.53K | ﹤0.01% | 2166 |
|
|
2024
Q3 | $3.92K | Buy |
55
+47
| +588% | +$3.35K | ﹤0.01% | 2324 |
|
|
2024
Q2 | $549 | Hold |
8
| – | – | ﹤0.01% | 2870 |
|
|
2024
Q1 | $482 | Sell |
8
-7
| -47% | -$422 | ﹤0.01% | 2732 |
|
|
2023
Q4 | $1.06K | Sell |
15
-351
| -96% | -$24.8K | ﹤0.01% | 2386 |
|
|
2023
Q3 | $23.3K | Hold |
366
| – | – | ﹤0.01% | 1068 |
|
|
2023
Q2 | $24.5K | Buy |
366
+198
| +118% | +$13.2K | ﹤0.01% | 1070 |
|
|
2023
Q1 | $11.3K | Buy |
168
+141
| +522% | +$9.47K | ﹤0.01% | 1304 |
|
|
2022
Q4 | $1.74K | Buy |
+27
| New | +$1.74K | ﹤0.01% | 1953 |
|