HighMark Wealth Management’s Elme Communities ELME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$696	Hold	347	–	–	﹤0.01%	498
2025 Q4	$6.03K	Buy	347 +4	+1%	+$68	﹤0.01%	381
2025 Q3	$5.78K	Buy	343 +4	+1%	+$66	﹤0.01%	372
2025 Q2	$5.39K	Buy	339 +3	+0.9%	+$48	﹤0.01%	387
2025 Q1	$5.84K	Buy	336 +4	+1%	+$65	﹤0.01%	353
2024 Q4	$5.06K	Buy	332 +4	+1%	+$66	﹤0.01%	380
2024 Q3	$5.77K	Buy	328 +4	+1%	+$68	﹤0.01%	387
2024 Q2	$5.17K	Buy	324 +4	+1%	+$61	﹤0.01%	381
2024 Q1	$4.46K	Buy	320 +4	+1%	+$56	﹤0.01%	389
2023 Q4	$4.62K	Buy	316 +4	+1%	+$55	﹤0.01%	381
2023 Q3	$4.26K	Buy	312 +3	+1%	+$46	﹤0.01%	373
2023 Q2	$5.08K	Buy	309 +3	+1%	+$50	﹤0.01%	352
2023 Q1	$5.46K	Buy	306 +3	+1%	+$55	﹤0.01%	380
2022 Q4	$5.39K	Buy	303 +3	+1%	+$55	﹤0.01%	330
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	331
2022 Q2	$6K	Hold	300	–	–	﹤0.01%	319
2022 Q1	$8K	Hold	300	–	–	0.01%	296
2021 Q4	$8K	Hold	300	–	–	0.01%	289
2021 Q3	$7K	Hold	300	–	–	0.01%	299
2021 Q2	$7K	Hold	300	–	–	0.01%	303
2021 Q1	$7K	Hold	300	–	–	0.01%	293
2020 Q4	$6K	Buy	+300	New	+$6.42K	0.01%	300