Envestnet Asset Management’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,027
| Closed | -$176K | – | 4210 |
|
|
2023
Q4 | $176K | Buy |
+12,027
| New | +$176K | ﹤0.01% | 3854 |
|
|
2015
Q1 | – | Sell |
-194
| Closed | -$5K | – | 2131 |
|
|
2014
Q4 | $5K | Sell |
194
-244
| -56% | -$6.29K | ﹤0.01% | 2130 |
|
|
2014
Q3 | $11K | Buy |
438
+63
| +17% | +$1.58K | ﹤0.01% | 2086 |
|
|
2014
Q2 | $10K | Sell |
375
-10
| -3% | -$267 | ﹤0.01% | 2029 |
|
|
2014
Q1 | $9K | Buy |
385
+135
| +54% | +$3.16K | ﹤0.01% | 1914 |
|
|
2013
Q4 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 1931 |
|