Corient Private Wealth’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,217
| Closed | -$171K | – | 2326 |
|
|
2024
Q4 | $171K | Buy |
11,217
+142
| +1% | +$2.17K | ﹤0.01% | 2156 |
|
|
2024
Q3 | $195K | Sell |
11,075
-5
| -0% | -$88 | ﹤0.01% | 2202 |
|
|
2024
Q2 | $176K | Buy |
11,080
+371
| +3% | +$5.91K | ﹤0.01% | 2132 |
|
|
2024
Q1 | $149K | Sell |
10,709
-1,788
| -14% | -$24.9K | ﹤0.01% | 2130 |
|
|
2023
Q4 | $182K | Sell |
12,497
-17,664
| -59% | -$258K | ﹤0.01% | 2092 |
|
|
2023
Q3 | $411K | Buy |
30,161
+16,535
| +121% | +$226K | ﹤0.01% | 1584 |
|
|
2023
Q2 | $224K | Buy |
13,626
+2,252
| +20% | +$37K | ﹤0.01% | 1812 |
|
|
2023
Q1 | $203K | Buy |
+11,374
| New | +$203K | ﹤0.01% | 1787 |
|