Marshall Financial Group (Maryland)’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 | $863K | Buy |
+13,908
| New | +$863K | 0.17% | 145 |
|
|
2024
Q4 | – | Sell |
-15,550
| Closed | -$1.11M | – | 221 |
|
|
2024
Q3 | $1.11M | Buy |
15,550
+58
| +0.4% | +$4.14K | 0.27% | 100 |
|
|
2024
Q2 | $1.01M | Buy |
15,492
+1,189
| +8% | +$77.4K | 0.28% | 94 |
|
|
2024
Q1 | $921K | Buy |
14,303
+1,340
| +10% | +$86.3K | 0.26% | 104 |
|
|
2023
Q4 | $914K | Buy |
12,963
+756
| +6% | +$53.3K | 0.29% | 91 |
|
|
2023
Q3 | $778K | Buy |
12,207
+64
| +0.5% | +$4.08K | 0.28% | 92 |
|
|
2023
Q2 | $812K | Buy |
12,143
+453
| +4% | +$30.3K | 0.28% | 94 |
|
|
2023
Q1 | $785K | Sell |
11,690
-1,974
| -14% | -$133K | 0.28% | 94 |
|
|
2022
Q4 | $883K | Buy |
+13,664
| New | +$883K | 0.34% | 106 |
|