Hoertkorn Richard Charles’s Elme Communities ELME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,500	Closed	-$39K	–	80
2021 Q4	$39K	Hold	1,500	–	–	0.02%	65
2021 Q3	$37K	Hold	1,500	–	–	0.02%	65
2021 Q2	$35K	Hold	1,500	–	–	0.02%	64
2021 Q1	$33K	Buy	+1,500	New	+$33K	0.02%	64
2020 Q2	–	Sell	-3,500	Closed	-$84K	–	84
2020 Q1	$84K	Hold	3,500	–	–	0.07%	53
2019 Q4	$102K	Hold	3,500	–	–	0.06%	54
2019 Q3	$96K	Hold	3,500	–	–	0.06%	52
2019 Q2	$94K	Hold	3,500	–	–	0.06%	52
2019 Q1	$99K	Hold	3,500	–	–	0.07%	53
2018 Q4	$81K	Hold	3,500	–	–	0.06%	58
2018 Q3	$107K	Hold	3,500	–	–	0.06%	55
2018 Q2	$106K	Hold	3,500	–	–	0.06%	55
2018 Q1	$95K	Hold	3,500	–	–	0.06%	58
2017 Q4	$109K	Hold	3,500	–	–	0.06%	55
2017 Q3	$115K	Hold	3,500	–	–	0.07%	51
2017 Q2	$112K	Hold	3,500	–	–	0.07%	52
2017 Q1	$110K	Hold	3,500	–	–	0.07%	53
2016 Q4	$114K	Hold	3,500	–	–	0.08%	50
2016 Q3	$109K	Hold	3,500	–	–	0.08%	53
2016 Q2	$110K	Hold	3,500	–	–	0.09%	53
2016 Q1	$102K	Buy	3,500 +500	+17%	+$14.6K	0.08%	56
2015 Q4	$81K	Sell	3,000 -1,000	-25%	-$27K	0.06%	65
2015 Q3	$100K	Hold	4,000	–	–	0.08%	59
2015 Q2	$104K	Hold	4,000	–	–	0.08%	55
2015 Q1	$111K	Hold	4,000	–	–	0.08%	54
2014 Q4	$111K	Hold	4,000	–	–	0.08%	53
2014 Q3	$102K	Sell	4,000 -250	-6%	-$6.38K	0.08%	51
2014 Q2	$110K	Hold	4,250	–	–	0.08%	51
2014 Q1	$102K	Sell	4,250 -2,500	-37%	-$60K	0.08%	51
2013 Q4	$158K	Buy	+6,750	New	+$158K	0.12%	47