Fermata Advisors’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
Q3 | $360K | Hold |
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|
2025
Q2 | $366K | Hold |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $395K | Hold |
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|
2024
Q3 | $423K | Hold |
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|
2024
Q2 | $386K | Hold |
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|
2024
Q1 | $382K | Hold |
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|
2023
Q4 | $419K | Sell |
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|
2023
Q3 | $379K | Hold |
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|
2023
Q2 | $398K | Hold |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $419K | Sell |
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|
2022
Q1 | $559K | Buy |
|