Patriot Financial Group Insurance Agency’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-243
| Closed | -$17K | – | 848 |
|
|
2022
Q2 | $17K | Sell |
243
-55
| -18% | -$3.85K | ﹤0.01% | 1057 |
|
|
2022
Q1 | $23K | Buy |
298
+40
| +16% | +$3.09K | ﹤0.01% | 1028 |
|
|
2021
Q4 | $23K | Hold |
258
| – | – | ﹤0.01% | 1159 |
|
|
2021
Q3 | $20K | Buy |
258
+55
| +27% | +$4.26K | ﹤0.01% | 1208 |
|
|
2021
Q2 | $15K | Hold |
203
| – | – | ﹤0.01% | 1292 |
|
|
2021
Q1 | $13K | Sell |
203
-111
| -35% | -$7.11K | ﹤0.01% | 1263 |
|
|
2020
Q4 | $20K | Hold |
314
| – | – | 0.01% | 962 |
|
|
2020
Q3 | $19K | Hold |
314
| – | – | 0.01% | 804 |
|
|
2020
Q2 | $20K | Buy |
314
+27
| +9% | +$1.72K | 0.01% | 743 |
|
|
2020
Q1 | $16K | Buy |
+287
| New | +$16K | 0.01% | 710 |
|
|
2017
Q4 | – | Sell |
-218
| Closed | -$10K | – | 943 |
|
|
2017
Q3 | $10K | Hold |
218
| – | – | 0.01% | 546 |
|
|
2017
Q2 | $9K | Buy |
+218
| New | +$9K | 0.01% | 542 |
|