Whittier Trust’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
3,745
+340
| +10% | +$21K | ﹤0.01% | 631 |
|
|
2025
Q1 | $227K | Hold |
3,405
| – | – | ﹤0.01% | 630 |
|
|
2024
Q4 | $227K | Hold |
3,405
| – | – | ﹤0.01% | 639 |
|
|
2024
Q3 | $243K | Hold |
3,405
| – | – | ﹤0.01% | 649 |
|
|
2024
Q2 | $222K | Sell |
3,405
-328
| -9% | -$21.4K | ﹤0.01% | 633 |
|
|
2024
Q1 | $240K | Buy |
3,733
+328
| +10% | +$21.1K | ﹤0.01% | 612 |
|
|
2023
Q4 | $240K | Hold |
3,405
| – | – | ﹤0.01% | 608 |
|
|
2023
Q3 | $217K | Hold |
3,405
| – | – | ﹤0.01% | 613 |
|
|
2023
Q2 | $228K | Hold |
3,405
| – | – | ﹤0.01% | 608 |
|
|
2023
Q1 | $229K | Hold |
3,405
| – | – | ﹤0.01% | 630 |
|
|
2022
Q4 | $220K | Buy |
+3,405
| New | +$220K | ﹤0.01% | 625 |
|
|
2018
Q2 | – | Sell |
-22
| Closed | -$1K | – | 1288 |
|
|
2018
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1253 |
|