Retirement Planning Company of New England’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
$195K Buy
12,285
+175
+1% +$2.78K 0.09% 227
2025
Q1
$211K Sell
12,110
-74
-0.6% -$1.29K 0.1% 215
2024
Q4
$186K Buy
12,184
+57
+0.5% +$870 0.09% 224
2024
Q3
$213K Sell
12,127
-402
-3% -$7.07K 0.11% 211
2024
Q2
$200K Sell
12,529
-372
-3% -$5.93K 0.11% 205
2024
Q1
$180K Sell
12,901
-715
-5% -$9.95K 0.1% 211
2023
Q4
$199K Sell
13,616
-1,480
-10% -$21.6K 0.09% 219
2023
Q3
$206K Sell
15,096
-1,142
-7% -$15.6K 0.11% 189
2023
Q2
$267K Sell
16,238
-600
-4% -$9.86K 0.15% 171
2023
Q1
$301K Sell
16,838
-770
-4% -$13.8K 0.18% 159
2022
Q4
$313K Sell
17,608
-3,704
-17% -$65.9K 0.2% 151
2022
Q3
$374K Buy
21,312
+1,212
+6% +$21.3K 0.27% 116
2022
Q2
$428K Buy
20,100
+618
+3% +$13.2K 0.29% 109
2022
Q1
$496K Buy
19,482
+1,159
+6% +$29.5K 0.28% 112
2021
Q4
$473K Buy
+18,323
New +$473K 0.23% 123