Kestra Private Wealth Services’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 | $368K | Buy |
+5,969
| New | +$368K | 0.01% | 1170 |
|
|
2024
Q4 | – | Sell |
-2,995
| Closed | -$215K | – | 1433 |
|
|
2024
Q3 | $215K | Sell |
2,995
-5,481
| -65% | -$394K | ﹤0.01% | 1237 |
|
|
2024
Q2 | $556K | Buy |
8,476
+1,460
| +21% | +$95.8K | 0.01% | 784 |
|
|
2024
Q1 | $455K | Buy |
7,016
+2,653
| +61% | +$172K | 0.01% | 840 |
|
|
2023
Q4 | $310K | Buy |
+4,363
| New | +$310K | 0.01% | 929 |
|