Carret Asset Management’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $337K | Hold |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $354K | Hold |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $430K | Sell |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $351K | Sell |
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|
2023
Q4 | $383K | Hold |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $503K | Sell |
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|
2022
Q4 | $509K | Sell |
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|
2022
Q3 | $606K | Hold |
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|
2022
Q2 | $736K | Sell |
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|
2022
Q1 | $892K | Buy |
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|
2021
Q4 | $877K | Buy |
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|
2021
Q3 | $833K | Sell |
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|
2021
Q2 | $817K | Buy |
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|
2021
Q1 | $303K | Sell |
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|
2020
Q4 | $385K | Buy |
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|
2020
Q3 | $356K | Buy |
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|
2020
Q2 | $390K | Buy |
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|
2020
Q1 | $403K | Buy |
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|
2019
Q4 | $459K | Buy |
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|
2019
Q3 | $422K | Buy |
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|
2019
Q2 | $392K | Hold |
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|
2019
Q1 | $417K | Sell |
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|
2018
Q4 | $417K | Hold |
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|
2018
Q3 | $556K | Sell |
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|
2018
Q2 | $648K | Sell |
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|
2018
Q1 | $659K | Buy |
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|
2017
Q4 | $728K | Sell |
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|
2017
Q3 | $772K | Sell |
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|
2017
Q2 | $762K | Buy |
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|
2017
Q1 | $726K | Sell |
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|
2016
Q4 | $895K | Buy |
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|
2016
Q3 | $835K | Sell |
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|
2016
Q2 | $880K | Sell |
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|
2016
Q1 | $853K | Buy |
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|
2015
Q4 | $782K | Sell |
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|
2015
Q3 | $770K | Buy |
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|
2015
Q2 | $797K | Buy |
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|
2015
Q1 | $740K | Sell |
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|
2014
Q4 | $806K | Hold |
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|
2014
Q3 | $739K | Sell |
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|
2014
Q2 | $813K | Buy |
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|
2014
Q1 | $499K | Buy |
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|
2013
Q4 | $479K | Sell |
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|
2013
Q3 | $536K | Sell |
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|
2013
Q2 | $596K | Buy |
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