J.P. Morgan Private Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.4M | Sell |
53,393
-74
| -0.1% | -$4.72K | 0.01% | 594 |
|
|
2023
Q2 | $3.58M | Sell |
53,467
-20,018
| -27% | -$1.34M | 0.02% | 405 |
|
|
2023
Q1 | $4.93M | Sell |
73,485
-3,069
| -4% | -$206K | 0.01% | 588 |
|
|
2022
Q4 | $4.95M | Sell |
76,554
-10,666
| -12% | -$689K | 0.01% | 581 |
|
|
2022
Q3 | $5.48M | Sell |
87,220
-9,057
| -9% | -$569K | 0.01% | 539 |
|
|
2022
Q2 | $6.79M | Sell |
96,277
-515
| -0.5% | -$36.3K | 0.02% | 501 |
|
|
2022
Q1 | $7.4M | Buy |
96,792
+3,584
| +4% | +$274K | 0.02% | 518 |
|
|
2021
Q4 | $8.17M | Buy |
93,208
+563
| +0.6% | +$49.4K | 0.02% | 488 |
|
|
2021
Q3 | $7.24M | Buy |
92,645
+1,540
| +2% | +$120K | 0.02% | 503 |
|
|
2021
Q2 | $6.77M | Buy |
91,105
+21,851
| +32% | +$1.62M | 0.02% | 508 |
|
|
2021
Q1 | $4.41M | Sell |
69,254
-5,141
| -7% | -$327K | 0.01% | 541 |
|
|
2020
Q4 | $4.71M | Sell |
74,395
-48,970
| -40% | -$3.1M | 0.02% | 497 |
|
|
2020
Q3 | $7.56M | Buy |
123,365
+54,841
| +80% | +$3.36M | 0.03% | 373 |
|
|
2020
Q2 | $4.28M | Buy |
68,524
+6,876
| +11% | +$430K | 0.02% | 396 |
|
|
2020
Q1 | $3.54M | Sell |
61,648
-8,030
| -12% | -$462K | 0.02% | 421 |
|
|
2019
Q4 | $4.91M | Buy |
69,678
+5,000
| +8% | +$352K | 0.02% | 425 |
|
|
2019
Q3 | $4.32M | Buy |
64,678
+20,112
| +45% | +$1.34M | 0.02% | 432 |
|
|
2019
Q2 | $2.7M | Sell |
44,566
-1,260
| -3% | -$76.4K | 0.01% | 528 |
|
|
2019
Q1 | $2.62M | Sell |
45,826
-112
| -0.2% | -$6.4K | 0.01% | 555 |
|
|
2018
Q4 | $2.23M | Buy |
45,938
+3,516
| +8% | +$171K | 0.01% | 551 |
|
|
2018
Q3 | $2.05M | Buy |
42,422
+1,148
| +3% | +$55.4K | 0.01% | 623 |
|
|
2018
Q2 | $1.9M | Buy |
+41,274
| New | +$1.9M | 0.01% | 612 |
|