Cary Street Partners Investment Advisory’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,450
| Closed | -$115K | – | 942 |
|
|
2023
Q3 | $115K | Sell |
8,450
-1,750
| -17% | -$23.9K | 0.01% | 671 |
|
|
2023
Q2 | $168K | Sell |
10,200
-2,000
| -16% | -$32.9K | 0.01% | 554 |
|
|
2023
Q1 | $218K | Sell |
12,200
-600
| -5% | -$10.7K | 0.02% | 456 |
|
|
2022
Q4 | $228K | Sell |
12,800
-500
| -4% | -$8.9K | 0.02% | 443 |
|
|
2022
Q3 | $234K | Buy |
13,300
+100
| +0.8% | +$1.76K | 0.02% | 422 |
|
|
2022
Q2 | $281K | Buy |
+13,200
| New | +$281K | 0.02% | 369 |
|