Creative Planning’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 | $229K | Buy |
14,386
+3,307
| +30% | +$52.6K | ﹤0.01% | 3108 |
|
|
2025
Q1 | $193K | Buy |
+11,079
| New | +$193K | ﹤0.01% | 3075 |
|
|
2017
Q4 | – | Sell |
-8,510
| Closed | -$279K | – | 1902 |
|
|
2017
Q3 | $279K | Buy |
8,510
+2,849
| +50% | +$93.4K | ﹤0.01% | 1358 |
|
|
2017
Q2 | $181K | Sell |
5,661
-600
| -10% | -$19.2K | ﹤0.01% | 1568 |
|
|
2017
Q1 | $196K | Buy |
6,261
+3,278
| +110% | +$103K | ﹤0.01% | 1498 |
|
|
2016
Q4 | $98K | Sell |
2,983
-856
| -22% | -$28.1K | ﹤0.01% | 1862 |
|
|
2016
Q3 | $119K | Sell |
3,839
-350
| -8% | -$10.8K | ﹤0.01% | 1716 |
|
|
2016
Q2 | $132K | Buy |
4,189
+40
| +1% | +$1.26K | ﹤0.01% | 1488 |
|
|
2016
Q1 | $121K | Sell |
4,149
-710
| -15% | -$20.7K | ﹤0.01% | 1508 |
|
|
2015
Q4 | $131K | Buy |
4,859
+130
| +3% | +$3.51K | ﹤0.01% | 1468 |
|
|
2015
Q3 | $118K | Buy |
+4,729
| New | +$118K | ﹤0.01% | 1493 |
|
|
2015
Q2 | – | Sell |
-4,459
| Closed | -$123K | – | 1565 |
|
|
2015
Q1 | $123K | Buy |
4,459
+813
| +22% | +$22.4K | ﹤0.01% | 1448 |
|
|
2014
Q4 | $101K | Sell |
3,646
-610
| -14% | -$16.9K | ﹤0.01% | 1537 |
|
|
2014
Q3 | $108K | Buy |
4,256
+577
| +16% | +$14.6K | ﹤0.01% | 1410 |
|
|
2014
Q2 | $96K | Sell |
3,679
-30
| -0.8% | -$783 | ﹤0.01% | 1445 |
|
|
2014
Q1 | $89K | Sell |
3,709
-306
| -8% | -$7.34K | ﹤0.01% | 1470 |
|
|
2013
Q4 | $94K | Sell |
4,015
-671
| -14% | -$15.7K | ﹤0.01% | 1225 |
|
|
2013
Q3 | $118K | Sell |
4,686
-264
| -5% | -$6.65K | ﹤0.01% | 1020 |
|
|
2013
Q2 | $133K | Buy |
+4,950
| New | +$133K | ﹤0.01% | 844 |
|