United Capital Financial Advisors’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $322K | Buy |
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2025
Q2 | $306K | Buy |
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|
2025
Q1 | $267K | Sell |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $689K | Sell |
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|
2023
Q1 | $724K | Sell |
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|
2022
Q4 | $741K | Sell |
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|
2022
Q3 | $784K | Sell |
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|
2022
Q2 | $916K | Sell |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.68M | Sell |
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|
2020
Q3 | $2.04M | Sell |
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|
2020
Q2 | $2.6M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $259K | Buy |
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