IFP Advisors’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 | $2.66K | Buy |
+167
| New | +$2.66K | ﹤0.01% | 3758 |
|
|
2023
Q1 | – | Sell |
-235
| Closed | -$10K | – | 3677 |
|
|
2022
Q4 | $10K | Sell |
235
-44
| -16% | -$1.87K | ﹤0.01% | 3371 |
|
|
2022
Q3 | $24K | Buy |
279
+54
| +24% | +$4.65K | ﹤0.01% | 2914 |
|
|
2022
Q2 | $23K | Hold |
225
| – | – | ﹤0.01% | 2714 |
|
|
2022
Q1 | $23K | Sell |
225
-75
| -25% | -$7.67K | ﹤0.01% | 2714 |
|
|
2021
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 2256 |
|
|
2021
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 2354 |
|
|
2021
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 2333 |
|
|
2021
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 2314 |
|
|
2020
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 2235 |
|
|
2020
Q3 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 2079 |
|
|
2018
Q4 | – | Sell |
-32
| Closed | -$1K | – | 3566 |
|
|
2018
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 3630 |
|
|
2018
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 3660 |
|
|
2018
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 3621 |
|
|
2017
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 3621 |
|
|
2017
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 3846 |
|
|
2017
Q2 | $1K | Sell |
32
-98
| -75% | -$3.06K | ﹤0.01% | 3834 |
|
|
2017
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 3364 |
|
|
2016
Q4 | $4K | Buy |
130
+32
| +33% | +$985 | ﹤0.01% | 3355 |
|
|
2016
Q3 | $3K | Hold |
98
| – | – | ﹤0.01% | 3424 |
|
|
2016
Q2 | $3K | Buy |
+98
| New | +$3K | ﹤0.01% | 3317 |
|
|
2016
Q1 | – | Sell |
-98
| Closed | -$3K | – | 2649 |
|
|
2015
Q4 | $3K | Buy |
+98
| New | +$3K | ﹤0.01% | 3153 |
|