Heritage Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-324
| Closed | -$20.7K | – | 574 |
|
|
2023
Q3 | $20.7K | Hold |
324
| – | – | ﹤0.01% | 380 |
|
|
2023
Q2 | $21.7K | Hold |
324
| – | – | ﹤0.01% | 393 |
|
|
2023
Q1 | $21.8K | Hold |
324
| – | – | ﹤0.01% | 396 |
|
|
2022
Q4 | $20.9K | Hold |
324
| – | – | ﹤0.01% | 407 |
|
|
2022
Q3 | $20.4K | Hold |
324
| – | – | ﹤0.01% | 381 |
|
|
2022
Q2 | $23K | Hold |
324
| – | – | ﹤0.01% | 410 |
|
|
2022
Q1 | $25K | Hold |
324
| – | – | ﹤0.01% | 381 |
|
|
2021
Q4 | $28K | Hold |
324
| – | – | ﹤0.01% | 375 |
|
|
2021
Q3 | $25.3K | Hold |
324
| – | – | ﹤0.01% | 384 |
|
|
2021
Q2 | $24.1K | Hold |
324
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $20.6K | Hold |
324
| – | – | ﹤0.01% | 418 |
|
|
2020
Q4 | $21K | Hold |
324
| – | – | ﹤0.01% | 403 |
|
|
2020
Q3 | $19.9K | Hold |
324
| – | – | ﹤0.01% | 348 |
|
|
2020
Q2 | $20.3K | Hold |
324
| – | – | ﹤0.01% | 332 |
|
|
2020
Q1 | $18.6K | Hold |
324
| – | – | ﹤0.01% | 329 |
|
|
2019
Q4 | $22.8K | Hold |
324
| – | – | ﹤0.01% | 371 |
|
|
2019
Q3 | $21K | Hold |
324
| – | – | ﹤0.01% | 342 |
|
|
2019
Q2 | $19.7K | Buy |
+324
| New | +$19.7K | ﹤0.01% | 338 |
|