Concord Wealth Partners’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$6.96K | – | 867 |
|
|
2024
Q1 | $6.96K | Hold |
500
| – | – | ﹤0.01% | 612 |
|
|
2023
Q4 | $7.3K | Hold |
500
| – | – | ﹤0.01% | 602 |
|
|
2023
Q3 | $6.82K | Hold |
500
| – | – | ﹤0.01% | 677 |
|
|
2023
Q2 | $8.22K | Hold |
500
| – | – | ﹤0.01% | 634 |
|
|
2023
Q1 | $8.93K | Sell |
500
-650
| -57% | -$11.6K | ﹤0.01% | 605 |
|
|
2022
Q4 | $20.5K | Buy |
+1,150
| New | +$20.5K | 0.01% | 524 |
|
|
2022
Q3 | – | Sell |
-1,692
| Closed | -$36K | – | 432 |
|
|
2022
Q2 | $36K | Hold |
1,692
| – | – | 0.01% | 424 |
|
|
2022
Q1 | $43K | Buy |
1,692
+392
| +30% | +$9.96K | 0.01% | 467 |
|
|
2021
Q4 | $34K | Hold |
1,300
| – | – | 0.01% | 523 |
|
|
2021
Q3 | $32K | Hold |
1,300
| – | – | 0.01% | 293 |
|
|
2021
Q2 | $30K | Hold |
1,300
| – | – | 0.01% | 425 |
|
|
2021
Q1 | $29K | Sell |
1,300
-200
| -13% | -$4.46K | 0.01% | 417 |
|
|
2020
Q4 | $32K | Buy |
+1,500
| New | +$32K | 0.02% | 258 |
|