Steward Partners Investment Advisory’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30
| Closed | -$1.94K | – | 3339 |
|
|
2022
Q4 | $1.94K | Sell |
30
-59
| -66% | -$3.81K | ﹤0.01% | 3021 |
|
|
2022
Q3 | $6K | Sell |
89
-17
| -16% | -$1.15K | ﹤0.01% | 2693 |
|
|
2022
Q2 | $7K | Sell |
106
-199
| -65% | -$13.1K | ﹤0.01% | 2630 |
|
|
2022
Q1 | $23K | Buy |
305
+254
| +498% | +$19.2K | ﹤0.01% | 2293 |
|
|
2021
Q4 | $5K | Hold |
51
| – | – | ﹤0.01% | 2811 |
|
|
2021
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 2854 |
|
|
2021
Q2 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 6677 |
|
|
2020
Q4 | – | Sell |
-55
| Closed | -$3K | – | 2912 |
|
|
2020
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 2485 |
|
|
2019
Q4 | – | Sell |
-18
| Closed | -$1K | – | 2621 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2515 |
|
|
2019
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2520 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$1K | – | 1140 |
|
|
2018
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2485 |
|
|
2018
Q2 | $1K | Sell |
18
-14
| -44% | -$778 | ﹤0.01% | 2337 |
|
|
2018
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 2126 |
|