Montag & Associates’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 | $4.59K | Hold |
74
| – | – | ﹤0.01% | 803 |
|
|
2025
Q1 | $4.96K | Buy |
74
+8
| +12% | +$537 | ﹤0.01% | 844 |
|
|
2024
Q4 | $4.46K | Hold |
66
| – | – | ﹤0.01% | 846 |
|
|
2024
Q3 | $4.77K | Hold |
66
| – | – | ﹤0.01% | 871 |
|
|
2024
Q2 | $4.36K | Hold |
66
| – | – | ﹤0.01% | 830 |
|
|
2024
Q1 | $4.31K | Hold |
66
| – | – | ﹤0.01% | 822 |
|
|
2023
Q4 | $4.72K | Hold |
66
| – | – | ﹤0.01% | 827 |
|
|
2023
Q3 | $4.26K | Buy |
66
+15
| +29% | +$969 | ﹤0.01% | 813 |
|
|
2023
Q2 | $3.44K | Buy |
51
+12
| +31% | +$808 | ﹤0.01% | 835 |
|
|
2023
Q1 | $2.64K | Hold |
39
| – | – | ﹤0.01% | 848 |
|
|
2022
Q4 | $2.54K | Buy |
+39
| New | +$2.54K | ﹤0.01% | 860 |
|