Focus Partners 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
Q2
$382K Buy
24,036
+167
+0.7% +$2.66K ﹤0.01% 1558
2025
Q1
$415K Buy
23,869
+119
+0.5% +$2.07K ﹤0.01% 1414
2024
Q4
$363K Sell
23,750
-562
-2% -$8.58K ﹤0.01% 1451
2024
Q3
$437K Buy
24,312
+51
+0.2% +$916 ﹤0.01% 1179
2024
Q2
$386K Hold
24,261
﹤0.01% 1003
2024
Q1
$338K Sell
24,261
-1,200
-5% -$16.7K ﹤0.01% 804
2023
Q4
$372K Buy
+25,461
New +$372K ﹤0.01% 630