1620 Investment Advisors’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12
| Closed | -$183 | – | 696 |
|
|
2024
Q4 | $183 | Sell |
12
-11,356
| -100% | -$173K | ﹤0.01% | 682 |
|
|
2024
Q3 | $200K | Sell |
11,368
-173
| -1% | -$3.04K | 0.14% | 155 |
|
|
2024
Q2 | $184K | Buy |
11,541
+270
| +2% | +$4.3K | 0.14% | 157 |
|
|
2024
Q1 | $157K | Sell |
11,271
-875
| -7% | -$12.2K | 0.16% | 134 |
|
|
2023
Q4 | $177K | Sell |
12,146
-2,326
| -16% | -$34K | 0.19% | 130 |
|
|
2023
Q3 | $197K | Sell |
14,472
-110
| -0.8% | -$1.5K | 0.22% | 132 |
|
|
2023
Q2 | $240K | Sell |
14,582
-153
| -1% | -$2.52K | 0.26% | 119 |
|
|
2023
Q1 | $263K | Buy |
14,735
+76
| +0.5% | +$1.36K | 0.32% | 107 |
|
|
2022
Q4 | $261K | Buy |
14,659
+279
| +2% | +$4.97K | 0.32% | 108 |
|
|
2022
Q3 | $253K | Buy |
14,380
+615
| +4% | +$10.8K | 0.37% | 95 |
|
|
2022
Q2 | $293K | Buy |
13,765
+685
| +5% | +$14.6K | 0.4% | 91 |
|
|
2022
Q1 | $338K | Hold |
13,080
| – | – | 0.37% | 93 |
|
|
2021
Q4 | $338K | Buy |
+13,080
| New | +$338K | 0.38% | 89 |
|