Financial Advocates Investment Management’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 | $342K | Buy |
+5,543
| New | +$342K | 0.03% | 465 |
|
|
2024
Q4 | – | Sell |
-6,248
| Closed | -$446K | – | 750 |
|
|
2024
Q3 | $446K | Buy |
6,248
+327
| +6% | +$23.3K | 0.03% | 486 |
|
|
2024
Q2 | $386K | Buy |
5,921
+2,815
| +91% | +$183K | 0.02% | 503 |
|
|
2024
Q1 | $200K | Buy |
3,106
+2
| +0.1% | +$129 | 0.01% | 717 |
|
|
2023
Q4 | $219K | Buy |
+3,104
| New | +$219K | 0.01% | 664 |
|