Plante Moran Financial 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
Q4 | – | Sell |
-92
| Closed | -$6K | – | 791 |
|
|
2019
Q3 | $6K | Hold |
92
| – | – | ﹤0.01% | 662 |
|
|
2019
Q2 | $6K | Sell |
92
-6
| -6% | -$391 | ﹤0.01% | 616 |
|
|
2019
Q1 | $6K | Buy |
98
+2
| +2% | +$122 | ﹤0.01% | 615 |
|
|
2018
Q4 | $5K | Sell |
96
-6
| -6% | -$312 | ﹤0.01% | 592 |
|
|
2018
Q3 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 583 |
|