Glassman Wealth Services’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	-27	Closed	-$394	–	702
2023 Q4	$394	Sell	27 -270	-91%	-$3.94K	﹤0.01%	1765
2023 Q3	$4.05K	Buy	297 +72	+32%	+$982	﹤0.01%	1136
2023 Q2	$3.7K	Hold	225	–	–	﹤0.01%	1072
2023 Q1	$4.02K	Hold	225	–	–	﹤0.01%	1071
2022 Q4	$4.01K	Hold	225	–	–	﹤0.01%	1088
2022 Q3	$4K	Hold	225	–	–	﹤0.01%	1042
2022 Q2	$5K	Sell	225 -861	-79%	-$19.1K	﹤0.01%	993
2022 Q1	$28K	Buy	1,086 +861	+383%	+$22.2K	0.01%	543
2021 Q4	$6K	Hold	225	–	–	﹤0.01%	924
2021 Q3	$6K	Buy	+225	New	+$6K	﹤0.01%	901
2020 Q3	–	Sell	-72	Closed	-$2K	–	1367
2020 Q2	$2K	Sell	72 -15	-17%	-$417	﹤0.01%	843
2020 Q1	$2K	Sell	87 -2	-2%	-$46	﹤0.01%	693
2019 Q4	$3K	Buy	89 +15	+20%	+$506	﹤0.01%	668
2019 Q3	$2K	Buy	74 +2	+3%	+$54	﹤0.01%	689
2019 Q2	$2K	Hold	72	–	–	﹤0.01%	710
2019 Q1	$2K	Buy	+72	New	+$2K	﹤0.01%	690
2018 Q2	–	Sell	-484	Closed	-$13K	–	834
2018 Q1	$13K	Hold	484	–	–	0.01%	332
2017 Q4	$15K	Hold	484	–	–	0.01%	284
2017 Q3	$16K	Hold	484	–	–	0.01%	253
2017 Q2	$15K	Hold	484	–	–	0.01%	266
2017 Q1	$15K	Hold	484	–	–	0.01%	293
2016 Q4	$16K	Hold	484	–	–	0.01%	295
2016 Q3	$15K	Hold	484	–	–	0.01%	257
2016 Q2	$15K	Hold	484	–	–	0.01%	259
2016 Q1	$14K	Hold	484	–	–	0.01%	264
2015 Q4	$13K	Hold	484	–	–	0.01%	276
2015 Q3	$12K	Hold	484	–	–	0.01%	278
2015 Q2	$13K	Hold	484	–	–	0.01%	279
2015 Q1	$13K	Sell	484 -484	-50%	-$13K	0.01%	280
2014 Q4	$27K	Buy	+968	New	+$27K	0.02%	208