Geneos Wealth 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 | $28.4K | Sell |
460
-460
| -50% | -$28.4K | ﹤0.01% | 1863 |
|
|
2025
Q1 | $61.4K | Buy |
920
+470
| +104% | +$31.3K | ﹤0.01% | 1810 |
|
|
2024
Q4 | $30K | Buy |
+450
| New | +$30K | ﹤0.01% | 1539 |
|
|
2022
Q1 | – | Sell |
-450
| Closed | -$39K | – | 2807 |
|
|
2021
Q4 | $39K | Hold |
450
| – | – | ﹤0.01% | 1588 |
|
|
2021
Q3 | $35K | Hold |
450
| – | – | ﹤0.01% | 1657 |
|
|
2021
Q2 | $33K | Hold |
450
| – | – | ﹤0.01% | 1668 |
|
|
2021
Q1 | $31K | Hold |
450
| – | – | ﹤0.01% | 1855 |
|
|
2020
Q4 | $28K | Hold |
450
| – | – | ﹤0.01% | 1727 |
|
|
2020
Q3 | $28K | Hold |
450
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q2 | $27K | Hold |
450
| – | – | ﹤0.01% | 1488 |
|
|
2020
Q1 | $25K | Hold |
450
| – | – | ﹤0.01% | 1413 |
|
|
2019
Q4 | $31K | Hold |
450
| – | – | ﹤0.01% | 1486 |
|
|
2019
Q3 | $30K | Hold |
450
| – | – | ﹤0.01% | 1420 |
|
|
2019
Q2 | $27K | Hold |
450
| – | – | ﹤0.01% | 1486 |
|
|
2019
Q1 | $25K | Hold |
450
| – | – | ﹤0.01% | 1462 |
|
|
2018
Q4 | $21K | Sell |
450
-28
| -6% | -$1.31K | ﹤0.01% | 1483 |
|
|
2018
Q3 | $23K | Buy |
478
+28
| +6% | +$1.35K | ﹤0.01% | 1507 |
|
|
2018
Q2 | $20K | Hold |
450
| – | – | ﹤0.01% | 1439 |
|
|
2018
Q1 | $19K | Hold |
450
| – | – | ﹤0.01% | 1407 |
|
|
2017
Q4 | $20K | Hold |
450
| – | – | ﹤0.01% | 1374 |
|
|
2017
Q3 | $19K | Hold |
450
| – | – | ﹤0.01% | 1331 |
|
|
2017
Q2 | $19K | Hold |
450
| – | – | ﹤0.01% | 1294 |
|
|
2017
Q1 | $17K | Hold |
450
| – | – | ﹤0.01% | 1292 |
|
|
2016
Q4 | $16K | Hold |
450
| – | – | ﹤0.01% | 1265 |
|
|
2016
Q3 | $17K | Hold |
450
| – | – | ﹤0.01% | 1181 |
|
|
2016
Q2 | $17K | Hold |
450
| – | – | ﹤0.01% | 1163 |
|
|
2016
Q1 | $16K | Buy |
+450
| New | +$16K | ﹤0.01% | 1152 |
|