Carson Wealth (CWM LLC)’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 | $33K | Buy |
2,078
+1,467
| +240% | +$23.3K | ﹤0.01% | 3579 |
|
|
2025
Q1 | $11K | Buy |
611
+240
| +65% | +$4.32K | ﹤0.01% | 4039 |
|
|
2024
Q4 | $6K | Sell |
371
-1
| -0.3% | -$16 | ﹤0.01% | 4102 |
|
|
2024
Q3 | $7K | Buy |
372
+214
| +135% | +$4.03K | ﹤0.01% | 3930 |
|
|
2024
Q2 | $3K | Buy |
158
+98
| +163% | +$1.86K | ﹤0.01% | 4056 |
|
|
2024
Q1 | $1K | Sell |
60
-391
| -87% | -$6.52K | ﹤0.01% | 4121 |
|
|
2023
Q4 | $7K | Sell |
451
-689
| -60% | -$10.7K | ﹤0.01% | 3333 |
|
|
2023
Q3 | $16K | Buy |
1,140
+556
| +95% | +$7.8K | ﹤0.01% | 2827 |
|
|
2023
Q2 | $10K | Sell |
584
-549
| -48% | -$9.4K | ﹤0.01% | 3066 |
|
|
2023
Q1 | $20K | Buy |
1,133
+305
| +37% | +$5.38K | ﹤0.01% | 2499 |
|
|
2022
Q4 | $15K | Buy |
828
+272
| +49% | +$4.93K | ﹤0.01% | 2549 |
|
|
2022
Q3 | $10K | Buy |
+556
| New | +$10K | ﹤0.01% | 2666 |
|
|
2022
Q2 | – | Sell |
-232
| Closed | -$6K | – | 3845 |
|
|
2022
Q1 | $6K | Hold |
232
| – | – | ﹤0.01% | 2728 |
|
|
2021
Q4 | $6K | Buy |
+232
| New | +$6K | ﹤0.01% | 2613 |
|