GeoWealth 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 | $764K | Buy |
12,392
+5,598
| +82% | +$345K | 0.03% | 310 |
|
|
2025
Q1 | $453K | Sell |
6,794
-2,788
| -29% | -$186K | 0.02% | 444 |
|
|
2024
Q4 | $638K | Buy |
9,582
+1,547
| +19% | +$103K | 0.02% | 411 |
|
|
2024
Q3 | $573K | Buy |
8,035
+1,648
| +26% | +$118K | 0.02% | 437 |
|
|
2024
Q2 | $416K | Sell |
6,387
-1,516
| -19% | -$98.7K | 0.02% | 477 |
|
|
2024
Q1 | $509K | Buy |
+7,903
| New | +$509K | 0.02% | 431 |
|