Kovitz Investment Group Partners’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 | $3.21M | Sell |
52,058
-3,647
| -7% | -$225K | 0.01% | 524 |
|
|
2025
Q1 | $3.72M | Sell |
55,705
-2,763
| -5% | -$184K | 0.02% | 458 |
|
|
2024
Q4 | $3.9M | Sell |
58,468
-2,922
| -5% | -$195K | 0.02% | 448 |
|
|
2024
Q3 | $4.38M | Buy |
61,390
+34,741
| +130% | +$2.48M | 0.03% | 362 |
|
|
2024
Q2 | $1.74M | Sell |
26,649
-10,030
| -27% | -$653K | 0.01% | 447 |
|
|
2024
Q1 | $2.36M | Buy |
36,679
+11,815
| +48% | +$761K | 0.03% | 283 |
|
|
2023
Q4 | $1.75M | Sell |
24,864
-500
| -2% | -$35.3K | 0.03% | 242 |
|
|
2023
Q3 | $1.62M | Sell |
25,364
-1,200
| -5% | -$76.5K | 0.03% | 242 |
|
|
2023
Q2 | $1.78M | Buy |
+26,564
| New | +$1.78M | 0.03% | 247 |
|