Naviter Wealth’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 | $658K | Sell |
10,589
-609
| -5% | -$37.9K | 0.08% | 182 |
|
|
2025
Q1 | $750K | Buy |
11,198
+96
| +0.9% | +$6.43K | 0.09% | 187 |
|
|
2024
Q4 | $745K | Sell |
11,102
-2,046
| -16% | -$137K | 0.09% | 187 |
|
|
2024
Q3 | $944K | Sell |
13,148
-41
| -0.3% | -$2.95K | 0.13% | 161 |
|
|
2024
Q2 | $865K | Buy |
13,189
+785
| +6% | +$51.5K | 0.13% | 166 |
|
|
2024
Q1 | $805K | Buy |
12,404
+192
| +2% | +$12.5K | 0.13% | 171 |
|
|
2023
Q4 | $867K | Buy |
12,212
+2,150
| +21% | +$153K | 0.17% | 148 |
|
|
2023
Q3 | $646K | Buy |
10,062
+1,091
| +12% | +$70K | 0.16% | 155 |
|
|
2023
Q2 | $604K | Buy |
8,971
+1,193
| +15% | +$80.3K | 0.15% | 164 |
|
|
2023
Q1 | $526K | Buy |
7,778
+912
| +13% | +$61.6K | 0.18% | 147 |
|
|
2022
Q4 | $469K | Sell |
6,866
-462
| -6% | -$31.6K | 0.13% | 155 |
|
|
2022
Q3 | $464K | Sell |
7,328
-1,920
| -21% | -$122K | 0.19% | 130 |
|
|
2022
Q2 | $655K | Sell |
9,248
-209
| -2% | -$14.8K | 0.27% | 91 |
|
|
2022
Q1 | $727K | Sell |
9,457
-155
| -2% | -$11.9K | 0.24% | 61 |
|
|
2021
Q4 | $846K | Buy |
+9,612
| New | +$846K | 0.25% | 59 |
|