Ritholtz Wealth Management’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 | $475K | Sell |
7,710
-1,279
| -14% | -$78.9K | 0.01% | 659 |
|
|
2025
Q1 | $600K | Buy |
8,989
+1,716
| +24% | +$114K | 0.02% | 541 |
|
|
2024
Q4 | $484K | Buy |
+7,273
| New | +$484K | 0.01% | 574 |
|
|
2023
Q2 | – | Sell |
-4,065
| Closed | -$273K | – | 685 |
|
|
2023
Q1 | $273K | Sell |
4,065
-8
| -0.2% | -$537 | 0.01% | 540 |
|
|
2022
Q4 | $263K | Buy |
+4,073
| New | +$263K | 0.01% | 480 |
|