Bartlett & Co’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-90
| Closed | -$2K | – | 875 |
|
|
2019
Q2 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 669 |
|
|
2016
Q4 | – | Sell |
-1,350
| Closed | -$42K | – | 705 |
|
|
2016
Q3 | $42K | Hold |
1,350
| – | – | ﹤0.01% | 449 |
|
|
2016
Q2 | $42K | Hold |
1,350
| – | – | ﹤0.01% | 449 |
|
|
2016
Q1 | $39K | Hold |
1,350
| – | – | ﹤0.01% | 443 |
|
|
2015
Q4 | $37K | Sell |
1,350
-650
| -33% | -$17.8K | ﹤0.01% | 457 |
|
|
2015
Q3 | $50K | Hold |
2,000
| – | – | ﹤0.01% | 416 |
|
|
2015
Q2 | $52K | Hold |
2,000
| – | – | ﹤0.01% | 426 |
|
|
2015
Q1 | $55K | Hold |
2,000
| – | – | ﹤0.01% | 420 |
|
|
2014
Q4 | $55K | Hold |
2,000
| – | – | ﹤0.01% | 416 |
|
|
2014
Q3 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 427 |
|
|
2014
Q2 | $52K | Hold |
2,000
| – | – | ﹤0.01% | 434 |
|
|
2014
Q1 | $48K | Sell |
2,000
-1,300
| -39% | -$31.2K | ﹤0.01% | 436 |
|
|
2013
Q4 | $77K | Hold |
3,300
| – | – | ﹤0.01% | 348 |
|
|
2013
Q3 | $83K | Hold |
3,300
| – | – | ﹤0.01% | 328 |
|
|
2013
Q2 | $89K | Buy |
+3,300
| New | +$89K | ﹤0.01% | 305 |
|