BWA
ELME
Burt Wealth Advisors’s Elme Communities ELME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,025
| Closed | -$41K | – | 396 |
|
|
2020
Q3 | $41K | Hold |
2,025
| – | – | 0.02% | 188 |
|
|
2020
Q2 | $45K | Hold |
2,025
| – | – | 0.02% | 181 |
|
|
2020
Q1 | $48K | Hold |
2,025
| – | – | 0.02% | 166 |
|
|
2019
Q4 | $59K | Hold |
2,025
| – | – | 0.02% | 161 |
|
|
2019
Q3 | $55K | Hold |
2,025
| – | – | 0.02% | 166 |
|
|
2019
Q2 | $54K | Hold |
2,025
| – | – | 0.02% | 163 |
|
|
2019
Q1 | $57K | Hold |
2,025
| – | – | 0.03% | 168 |
|
|
2018
Q4 | $47K | Hold |
2,025
| – | – | 0.02% | 178 |
|
|
2018
Q3 | $62K | Hold |
2,025
| – | – | 0.03% | 172 |
|
|
2018
Q2 | $61K | Hold |
2,025
| – | – | 0.03% | 162 |
|
|
2018
Q1 | $55K | Hold |
2,025
| – | – | 0.03% | 167 |
|
|
2017
Q4 | $63K | Hold |
2,025
| – | – | 0.04% | 163 |
|
|
2017
Q3 | $66K | Hold |
2,025
| – | – | 0.04% | 154 |
|
|
2017
Q2 | $64K | Hold |
2,025
| – | – | 0.04% | 163 |
|
|
2017
Q1 | $63K | Hold |
2,025
| – | – | 0.05% | 145 |
|
|
2016
Q4 | $66K | Sell |
2,025
-100
| -5% | -$3.26K | 0.06% | 146 |
|
|
2016
Q3 | $66K | Sell |
2,125
-64,728
| -97% | -$2.01M | 0.07% | 138 |
|
|
2016
Q2 | $62K | Buy |
66,853
+64,728
| +3,046% | +$60K | 0.07% | 136 |
|
|
2016
Q1 | $62K | Hold |
2,125
| – | – | 0.06% | 147 |
|
|
2015
Q4 | $57K | Hold |
2,125
| – | – | 0.05% | 136 |
|
|
2015
Q3 | $52K | Hold |
2,125
| – | – | 0.06% | 133 |
|
|
2015
Q2 | $55K | Buy |
2,125
+100
| +5% | +$2.59K | 0.06% | 141 |
|
|
2015
Q1 | $56K | Hold |
2,025
| – | – | 0.06% | 131 |
|
|
2014
Q4 | $56K | Buy |
+2,025
| New | +$56K | 0.06% | 132 |
|