Lee Financial’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-33
| Closed | -$2K | – | 946 |
|
|
2022
Q3 | $2K | Buy |
33
+4
| +14% | +$242 | ﹤0.01% | 668 |
|
|
2022
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 685 |
|
|
2022
Q1 | $2K | Sell |
29
-89
| -75% | -$6.14K | ﹤0.01% | 639 |
|
|
2021
Q4 | $10K | Buy |
+118
| New | +$10K | ﹤0.01% | 497 |
|
|
2021
Q1 | – | Sell |
-16,187
| Closed | -$1.03M | – | 493 |
|
|
2020
Q4 | $1.03M | Sell |
16,187
-1,958
| -11% | -$124K | 0.27% | 55 |
|
|
2020
Q3 | $1.11M | Sell |
18,145
-44
| -0.2% | -$2.7K | 0.31% | 54 |
|
|
2020
Q2 | $1.14M | Buy |
18,189
+11,134
| +158% | +$696K | 0.32% | 57 |
|
|
2020
Q1 | $405K | Buy |
+7,055
| New | +$405K | 0.13% | 78 |
|