Geneos Wealth Management’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,240
| Closed | -$26K | – | 2176 |
|
|
2022
Q2 | $26K | Hold |
1,240
| – | – | ﹤0.01% | 1561 |
|
|
2022
Q1 | $31K | Hold |
1,240
| – | – | ﹤0.01% | 1584 |
|
|
2021
Q4 | $32K | Sell |
1,240
-1,000
| -45% | -$25.8K | ﹤0.01% | 1668 |
|
|
2021
Q3 | $57K | Buy |
2,240
+740
| +49% | +$18.8K | ﹤0.01% | 1419 |
|
|
2021
Q2 | $34K | Hold |
1,500
| – | – | ﹤0.01% | 1649 |
|
|
2021
Q1 | $34K | Hold |
1,500
| – | – | ﹤0.01% | 1815 |
|
|
2020
Q4 | $34K | Hold |
1,500
| – | – | ﹤0.01% | 1642 |
|
|
2020
Q3 | $29K | Hold |
1,500
| – | – | ﹤0.01% | 1479 |
|
|
2020
Q2 | $32K | Sell |
1,500
-400
| -21% | -$8.53K | ﹤0.01% | 1415 |
|
|
2020
Q1 | $43K | Hold |
1,900
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q4 | $54K | Hold |
1,900
| – | – | ﹤0.01% | 1210 |
|
|
2019
Q3 | $52K | Hold |
1,900
| – | – | ﹤0.01% | 1157 |
|
|
2019
Q2 | $50K | Hold |
1,900
| – | – | ﹤0.01% | 1181 |
|
|
2019
Q1 | $53K | Hold |
1,900
| – | – | ﹤0.01% | 1105 |
|
|
2018
Q4 | $43K | Hold |
1,900
| – | – | ﹤0.01% | 1169 |
|
|
2018
Q3 | $58K | Hold |
1,900
| – | – | ﹤0.01% | 1098 |
|
|
2018
Q2 | $57K | Sell |
1,900
-664
| -26% | -$19.9K | ﹤0.01% | 983 |
|
|
2018
Q1 | $69K | Hold |
2,564
| – | – | 0.01% | 876 |
|
|
2017
Q4 | $79K | Hold |
2,564
| – | – | 0.01% | 825 |
|
|
2017
Q3 | $83K | Buy |
2,564
+664
| +35% | +$21.5K | 0.01% | 761 |
|
|
2017
Q2 | $60K | Sell |
1,900
-326
| -15% | -$10.3K | 0.01% | 859 |
|
|
2017
Q1 | $69K | Buy |
2,226
+6
| +0.3% | +$186 | 0.01% | 774 |
|
|
2016
Q4 | $72K | Hold |
2,220
| – | – | 0.01% | 703 |
|
|
2016
Q3 | $69K | Buy |
2,220
+3
| +0.1% | +$93 | 0.01% | 694 |
|
|
2016
Q2 | $69K | Buy |
2,217
+3
| +0.1% | +$93 | 0.01% | 696 |
|
|
2016
Q1 | $65K | Buy |
+2,214
| New | +$65K | 0.01% | 709 |
|