Bridgewater Wealth & Financial Management’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-51,159
| Closed | -$1.63M | – | 59 |
|
|
2017
Q2 | $1.63M | Hold |
51,159
| – | – | 0.54% | 37 |
|
|
2017
Q1 | $1.6M | Sell |
51,159
-100
| -0.2% | -$3.13K | 0.59% | 36 |
|
|
2016
Q4 | $1.68M | Hold |
51,259
| – | – | 0.63% | 35 |
|
|
2016
Q3 | $1.6M | Sell |
51,259
-999
| -2% | -$31.1K | 0.59% | 36 |
|
|
2016
Q2 | $1.64M | Sell |
52,258
-1,918
| -4% | -$60.3K | 0.59% | 37 |
|
|
2016
Q1 | $1.58M | Buy |
54,176
+349
| +0.6% | +$10.2K | 0.58% | 35 |
|
|
2015
Q4 | $1.46M | Sell |
53,827
-200
| -0.4% | -$5.41K | 0.57% | 35 |
|
|
2015
Q3 | $1.35M | Hold |
54,027
| – | – | 0.56% | 34 |
|
|
2015
Q2 | $1.4M | Sell |
54,027
-875
| -2% | -$22.7K | 0.59% | 35 |
|
|
2015
Q1 | $1.52M | Sell |
54,902
-713
| -1% | -$19.7K | 0.65% | 35 |
|
|
2014
Q4 | $1.54M | Buy |
+55,615
| New | +$1.54M | 0.63% | 40 |
|