Creative Planning’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
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|
2025
Q1 | $193K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $279K | Buy |
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|
2017
Q2 | $181K | Sell |
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|
2017
Q1 | $196K | Buy |
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|
2016
Q4 | $98K | Sell |
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|
2016
Q3 | $119K | Sell |
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|
2016
Q2 | $132K | Buy |
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|
2016
Q1 | $121K | Sell |
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|
2015
Q4 | $131K | Buy |
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|
2015
Q3 | $118K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $123K | Buy |
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|
2014
Q4 | $101K | Sell |
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|
2014
Q3 | $108K | Buy |
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|
2014
Q2 | $96K | Sell |
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|
2014
Q1 | $89K | Sell |
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|
2013
Q4 | $94K | Sell |
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|
2013
Q3 | $118K | Sell |
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|
2013
Q2 | $133K | Buy |
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