Optimum Investment Advisors’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $106K | Hold |
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|
2025
Q2 | $108K | Hold |
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|
2025
Q1 | $117K | Sell |
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|
2024
Q4 | $137K | Hold |
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|
2024
Q3 | $146K | Hold |
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|
2024
Q2 | $134K | Hold |
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|
2024
Q1 | $132K | Hold |
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|
2023
Q4 | $145K | Hold |
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $137K | Hold |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $132K | Hold |
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|
2022
Q3 | $129K | Hold |
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|
2022
Q2 | $144K | Hold |
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|
2022
Q1 | $157K | Hold |
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|
2021
Q4 | $180K | Hold |
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|
2021
Q3 | $160K | Hold |
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|
2021
Q2 | $152K | Hold |
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|
2021
Q1 | $130K | Hold |
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|
2020
Q4 | $130K | Hold |
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|
2020
Q3 | $126K | Sell |
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|
2020
Q2 | $134K | Hold |
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|
2020
Q1 | $124K | Sell |
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|
2019
Q4 | $264K | Buy |
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|
2019
Q3 | $197K | Hold |
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|
2019
Q2 | $179K | Buy |
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|
2019
Q1 | $123K | Buy |
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|
2018
Q4 | $36K | Sell |
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|
2018
Q3 | $41K | Hold |
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|
2018
Q2 | $39K | Hold |
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|
2018
Q1 | $37K | Buy |
|