Beacon 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
Q2 | $164K | Sell |
10,250
-3
| -0% | -$48 | 0.07% | 155 |
|
|
2025
Q1 | $178K | Sell |
10,253
-75
| -0.7% | -$1.31K | 0.08% | 148 |
|
|
2024
Q4 | $158K | Sell |
10,328
-1,551
| -13% | -$23.7K | 0.07% | 148 |
|
|
2024
Q3 | $209K | Buy |
11,879
+85
| +0.7% | +$1.5K | 0.1% | 144 |
|
|
2024
Q2 | $188K | Sell |
11,794
-1,640
| -12% | -$26.1K | 0.1% | 143 |
|
|
2024
Q1 | $187K | Sell |
13,434
-334
| -2% | -$4.65K | 0.11% | 126 |
|
|
2023
Q4 | $201K | Buy |
13,768
+123
| +0.9% | +$1.8K | 0.13% | 120 |
|
|
2023
Q3 | $186K | Buy |
13,645
+98
| +0.7% | +$1.34K | 0.13% | 119 |
|
|
2023
Q2 | $223K | Sell |
13,547
-1,103
| -8% | -$18.1K | 0.15% | 117 |
|
|
2023
Q1 | $262K | Buy |
14,650
+189
| +1% | +$3.38K | 0.19% | 113 |
|
|
2022
Q4 | $257K | Buy |
+14,461
| New | +$257K | 0.22% | 109 |
|