OneDigital Investment Advisors’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-472
| Closed | -$29K | – | 677 |
|
|
2019
Q2 | $29K | Hold |
472
| – | – | ﹤0.01% | 692 |
|
|
2019
Q1 | $27K | Sell |
472
-198
| -30% | -$11.3K | ﹤0.01% | 640 |
|
|
2018
Q4 | $33K | Hold |
670
| – | – | 0.01% | 546 |
|
|
2018
Q3 | $32K | Hold |
670
| – | – | 0.01% | 515 |
|
|
2018
Q2 | $31K | Hold |
670
| – | – | 0.01% | 652 |
|
|
2018
Q1 | $29K | Hold |
670
| – | – | 0.01% | 669 |
|
|
2017
Q4 | $30K | Hold |
670
| – | – | ﹤0.01% | 658 |
|
|
2017
Q3 | $29K | Hold |
670
| – | – | 0.01% | 521 |
|
|
2017
Q2 | $29K | Buy |
+670
| New | +$29K | 0.01% | 618 |
|