Squar Milner Financial Services’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-786
| Closed | -$45K | – | 354 |
|
|
2020
Q1 | $45K | Hold |
786
| – | – | 0.03% | 362 |
|
|
2019
Q4 | $55K | Buy |
+786
| New | +$55K | 0.03% | 395 |
|
|
2019
Q3 | – | Sell |
-632
| Closed | -$38K | – | 352 |
|
|
2019
Q2 | $38K | Hold |
632
| – | – | 0.03% | 375 |
|
|
2019
Q1 | $36K | Hold |
632
| – | – | 0.03% | 355 |
|
|
2018
Q4 | $31K | Buy |
632
+34
| +6% | +$1.67K | 0.03% | 343 |
|
|
2018
Q3 | $29K | Buy |
+598
| New | +$29K | 0.03% | 369 |
|