Surevest’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
Q1 | – | Sell |
-34,611
| Closed | -$2.44M | – | 111 |
|
|
2019
Q4 | $2.44M | Buy |
34,611
+2,227
| +7% | +$157K | 1.04% | 24 |
|
|
2019
Q3 | $2.16M | Buy |
32,384
+2,492
| +8% | +$166K | 1.06% | 24 |
|
|
2019
Q2 | $1.81M | Buy |
29,892
+18,002
| +151% | +$1.09M | 0.94% | 31 |
|
|
2019
Q1 | $680K | Buy |
11,890
+6,226
| +110% | +$356K | 0.42% | 74 |
|
|
2018
Q4 | $275K | Buy |
+5,664
| New | +$275K | 0.22% | 98 |
|