EverSource Wealth Advisors’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 | $51.4K | Buy |
3,235
+922
| +40% | +$14.7K | ﹤0.01% | 1589 |
|
|
2025
Q1 | $40.2K | Buy |
2,313
+675
| +41% | +$11.7K | ﹤0.01% | 1337 |
|
|
2024
Q4 | $25K | Sell |
1,638
-194
| -11% | -$2.96K | ﹤0.01% | 1507 |
|
|
2024
Q3 | $32.2K | Hold |
1,832
| – | – | ﹤0.01% | 1258 |
|
|
2024
Q2 | $30.2K | Buy |
1,832
+55
| +3% | +$905 | ﹤0.01% | 1316 |
|
|
2024
Q1 | $26.9K | Buy |
1,777
+1,100
| +162% | +$16.7K | ﹤0.01% | 1225 |
|
|
2023
Q4 | $9.88K | Buy |
677
+66
| +11% | +$964 | ﹤0.01% | 1565 |
|
|
2023
Q3 | $8.33K | Sell |
611
-239
| -28% | -$3.26K | ﹤0.01% | 1492 |
|
|
2023
Q2 | $14K | Buy |
+850
| New | +$14K | ﹤0.01% | 1302 |
|
|
2022
Q4 | – | Sell |
-372
| Closed | -$7K | – | 2344 |
|
|
2022
Q3 | $7K | Sell |
372
-290
| -44% | -$5.46K | ﹤0.01% | 1233 |
|
|
2022
Q2 | $14K | Sell |
662
-126
| -16% | -$2.67K | ﹤0.01% | 927 |
|
|
2022
Q1 | $20K | Hold |
788
| – | – | 0.01% | 696 |
|
|
2021
Q4 | $20K | Buy |
+788
| New | +$20K | 0.01% | 678 |
|