Raymond James Financial Services Advisors’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-21,023
| Closed | -$502K | – | 2790 |
|
|
2020
Q1 | $502K | Sell |
21,023
-2,438
| -10% | -$58.2K | ﹤0.01% | 1547 |
|
|
2019
Q4 | $685K | Buy |
23,461
+10,052
| +75% | +$293K | ﹤0.01% | 1771 |
|
|
2019
Q3 | $367K | Buy |
+13,409
| New | +$367K | ﹤0.01% | 2109 |
|
|
2019
Q1 | – | Sell |
-8,815
| Closed | -$203K | – | 2780 |
|
|
2018
Q4 | $203K | Buy |
8,815
+563
| +7% | +$13K | ﹤0.01% | 2248 |
|
|
2018
Q3 | $253K | Hold |
8,252
| – | – | ﹤0.01% | 2381 |
|
|
2018
Q2 | $250K | Buy |
+8,252
| New | +$250K | ﹤0.01% | 2356 |
|
|
2018
Q1 | – | Sell |
-9,025
| Closed | -$281K | – | 2547 |
|
|
2017
Q4 | $281K | Buy |
9,025
+14
| +0.2% | +$436 | ﹤0.01% | 2049 |
|
|
2017
Q3 | $295K | Buy |
9,011
+1,063
| +13% | +$34.8K | ﹤0.01% | 2030 |
|
|
2017
Q2 | $254K | Buy |
+7,948
| New | +$254K | ﹤0.01% | 2062 |
|
|
2017
Q1 | – | Sell |
-6,353
| Closed | -$208K | – | 2409 |
|
|
2016
Q4 | $208K | Sell |
6,353
-1,033
| -14% | -$33.8K | ﹤0.01% | 2038 |
|
|
2016
Q3 | $230K | Buy |
+7,386
| New | +$230K | ﹤0.01% | 1952 |
|
|
2015
Q4 | – | Sell |
-38,915
| Closed | -$970K | – | 1590 |
|
|
2015
Q3 | $970K | Buy |
38,915
+9,545
| +32% | +$238K | 0.02% | 781 |
|
|
2015
Q2 | $762K | Buy |
+29,370
| New | +$762K | 0.05% | 385 |
|
|
2013
Q3 | – | Sell |
-15,439
| Closed | -$415K | – | 607 |
|
|
2013
Q2 | $415K | Buy |
+15,439
| New | +$415K | 0.01% | 924 |
|