NewEdge 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 | $270K | Sell |
4,407
-492
| -10% | -$30.1K | ﹤0.01% | 862 |
|
2025
Q1 | $327K | Sell |
4,899
-909
| -16% | -$60.6K | 0.01% | 752 |
|
2024
Q4 | $387K | Sell |
5,808
-92
| -2% | -$6.13K | 0.01% | 697 |
|
2024
Q3 | $421K | Buy |
5,900
+16
| +0.3% | +$1.14K | 0.01% | 655 |
|
2024
Q2 | $383K | Sell |
5,884
-428
| -7% | -$27.9K | 0.01% | 601 |
|
2024
Q1 | $399K | Buy |
6,312
+82
| +1% | +$5.18K | 0.01% | 609 |
|
2023
Q4 | $439K | Sell |
6,230
-52
| -0.8% | -$3.67K | 0.01% | 534 |
|
2023
Q3 | $400K | Buy |
6,282
+22
| +0.4% | +$1.4K | 0.01% | 487 |
|
2023
Q2 | $419K | Buy |
6,260
+137
| +2% | +$9.16K | 0.01% | 475 |
|
2023
Q1 | $411K | Buy |
6,123
+159
| +3% | +$10.7K | 0.02% | 447 |
|
2022
Q4 | $385K | Sell |
5,964
-128
| -2% | -$8.27K | 0.02% | 403 |
|
2022
Q3 | $383K | Buy |
6,092
+1,083
| +22% | +$68.1K | 0.02% | 385 |
|
2022
Q2 | $353K | Buy |
+5,009
| New | +$353K | 0.02% | 441 |
|