Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Hold |
1,750
| – | – | 0.05% | 240 |
|
|
2025
Q1 | $117K | Sell |
1,750
-300
| -15% | -$20K | 0.06% | 222 |
|
|
2024
Q4 | $137K | Hold |
2,050
| – | – | 0.06% | 218 |
|
|
2024
Q3 | $146K | Hold |
2,050
| – | – | 0.06% | 226 |
|
|
2024
Q2 | $134K | Hold |
2,050
| – | – | 0.06% | 225 |
|
|
2024
Q1 | $132K | Hold |
2,050
| – | – | 0.06% | 234 |
|
|
2023
Q4 | $145K | Hold |
2,050
| – | – | 0.07% | 211 |
|
|
2023
Q3 | $131K | Hold |
2,050
| – | – | 0.07% | 226 |
|
|
2023
Q2 | $137K | Hold |
2,050
| – | – | 0.07% | 232 |
|
|
2023
Q1 | $138K | Hold |
2,050
| – | – | 0.07% | 221 |
|
|
2022
Q4 | $132K | Hold |
2,050
| – | – | 0.07% | 229 |
|
|
2022
Q3 | $129K | Hold |
2,050
| – | – | 0.07% | 232 |
|
|
2022
Q2 | $144K | Hold |
2,050
| – | – | 0.07% | 231 |
|
|
2022
Q1 | $157K | Hold |
2,050
| – | – | 0.07% | 246 |
|
|
2021
Q4 | $180K | Hold |
2,050
| – | – | 0.07% | 247 |
|
|
2021
Q3 | $160K | Hold |
2,050
| – | – | 0.07% | 265 |
|
|
2021
Q2 | $152K | Hold |
2,050
| – | – | 0.05% | 313 |
|
|
2021
Q1 | $130K | Hold |
2,050
| – | – | 0.04% | 332 |
|
|
2020
Q4 | $130K | Hold |
2,050
| – | – | 0.04% | 313 |
|
|
2020
Q3 | $126K | Sell |
2,050
-100
| -5% | -$6.15K | 0.04% | 299 |
|
|
2020
Q2 | $134K | Hold |
2,150
| – | – | 0.05% | 284 |
|
|
2020
Q1 | $124K | Sell |
2,150
-1,600
| -43% | -$92.3K | 0.05% | 277 |
|
|
2019
Q4 | $264K | Buy |
3,750
+800
| +27% | +$56.3K | 0.08% | 235 |
|
|
2019
Q3 | $197K | Hold |
2,950
| – | – | 0.06% | 264 |
|
|
2019
Q2 | $179K | Buy |
2,950
+800
| +37% | +$48.5K | 0.06% | 284 |
|
|
2019
Q1 | $123K | Buy |
2,150
+1,400
| +187% | +$80.1K | 0.04% | 344 |
|
|
2018
Q4 | $36K | Sell |
750
-100
| -12% | -$4.8K | 0.01% | 523 |
|
|
2018
Q3 | $41K | Hold |
850
| – | – | 0.01% | 568 |
|
|
2018
Q2 | $39K | Hold |
850
| – | – | 0.01% | 576 |
|
|
2018
Q1 | $37K | Buy |
+850
| New | +$37K | 0.01% | 582 |
|