Clearstead Advisors’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 |
-1,038
| Closed | -$14.2K | – | 1553 |
|
|
2023
Q3 | $14.2K | Buy |
+1,038
| New | +$14.2K | ﹤0.01% | 1070 |
|
|
2022
Q3 | – | Sell |
-1,250
| Closed | -$27K | – | 1271 |
|
|
2022
Q2 | $27K | Hold |
1,250
| – | – | ﹤0.01% | 732 |
|
|
2022
Q1 | $32K | Hold |
1,250
| – | – | ﹤0.01% | 762 |
|
|
2021
Q4 | $32K | Hold |
1,250
| – | – | ﹤0.01% | 724 |
|
|
2021
Q3 | $31K | Hold |
1,250
| – | – | ﹤0.01% | 691 |
|
|
2021
Q2 | $29K | Hold |
1,250
| – | – | ﹤0.01% | 640 |
|
|
2021
Q1 | $28K | Hold |
1,250
| – | – | ﹤0.01% | 617 |
|
|
2020
Q4 | $27K | Hold |
1,250
| – | – | ﹤0.01% | 585 |
|
|
2020
Q3 | $25K | Hold |
1,250
| – | – | ﹤0.01% | 561 |
|
|
2020
Q2 | $28K | Hold |
1,250
| – | – | ﹤0.01% | 492 |
|
|
2020
Q1 | $30K | Buy |
+1,250
| New | +$30K | ﹤0.01% | 459 |
|