Walter & Keenan Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $255K | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $300K | Hold |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $284K | Hold |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $275K | Hold |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $344K | Hold |
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $351K | Sell |
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|
2021
Q2 | $446K | Sell |
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|
2021
Q1 | $417K | Hold |
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|
2020
Q4 | $416K | Hold |
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|
2020
Q3 | $402K | Hold |
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|
2020
Q2 | $410K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $462K | Hold |
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|
2019
Q3 | $438K | Hold |
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|
2019
Q2 | $398K | Hold |
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|
2019
Q1 | $375K | Sell |
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|
2018
Q4 | $637K | Hold |
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|
2018
Q3 | $633 | Hold |
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|
2018
Q2 | $603K | Hold |
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|
2018
Q1 | $576K | Hold |
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|
2017
Q4 | $584K | Hold |
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|
2017
Q3 | $558K | Hold |
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|
2017
Q2 | $566K | Hold |
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|
2017
Q1 | $506K | Sell |
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|
2016
Q4 | $721K | Hold |
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|
2016
Q3 | $772K | Hold |
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|
2016
Q2 | $801K | Hold |
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|
2016
Q1 | $727K | Hold |
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|
2015
Q4 | $667K | Hold |
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|
2015
Q3 | $586K | Hold |
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|
2015
Q2 | $526K | Hold |
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|
2015
Q1 | $550K | Hold |
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|
2014
Q4 | $516K | Hold |
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|
2014
Q3 | $424K | Hold |
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|
2014
Q2 | $442K | Hold |
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|
2014
Q1 | $407K | Buy |
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