Clearstead Trust’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 | $16.7K | Buy |
1,052
+14
| +1% | +$223 | ﹤0.01% | 468 |
|
|
2025
Q1 | $18.1K | Hold |
1,038
| – | – | ﹤0.01% | 369 |
|
|
2024
Q4 | $15.9K | Hold |
1,038
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $18.3K | Hold |
1,038
| – | – | ﹤0.01% | 311 |
|
|
2024
Q2 | $16.5K | Hold |
1,038
| – | – | ﹤0.01% | 325 |
|
|
2024
Q1 | $14.4K | Hold |
1,038
| – | – | ﹤0.01% | 333 |
|
|
2023
Q4 | $15.2K | Hold |
1,038
| – | – | ﹤0.01% | 312 |
|
|
2023
Q3 | $14.2K | Hold |
1,038
| – | – | ﹤0.01% | 313 |
|
|
2023
Q2 | $17.1K | Hold |
1,038
| – | – | 0.01% | 278 |
|
|
2023
Q1 | $18.5K | Sell |
1,038
-212
| -17% | -$3.79K | 0.01% | 266 |
|
|
2022
Q4 | $22K | Hold |
1,250
| – | – | 0.01% | 272 |
|
|
2022
Q3 | $22K | Buy |
+1,250
| New | +$22K | 0.01% | 253 |
|