Security National Trust’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-50
| Closed | -$2K | – | 426 |
|
|
2016
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 415 |
|
|
2016
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 439 |
|
|
2016
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 436 |
|
|
2016
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 449 |
|
|
2015
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 469 |
|
|
2015
Q3 | $1K | Sell |
50
-1,000
| -95% | -$20K | ﹤0.01% | 455 |
|
|
2015
Q2 | $27K | Sell |
1,050
-50
| -5% | -$1.29K | 0.01% | 320 |
|
|
2015
Q1 | $30K | Sell |
1,100
-50
| -4% | -$1.36K | 0.01% | 323 |
|
|
2014
Q4 | $32K | Sell |
1,150
-50
| -4% | -$1.39K | 0.01% | 308 |
|
|
2014
Q3 | $30K | Buy |
1,200
+100
| +9% | +$2.5K | 0.01% | 309 |
|
|
2014
Q2 | $29K | Hold |
1,100
| – | – | 0.01% | 316 |
|
|
2014
Q1 | $26K | Hold |
1,100
| – | – | 0.01% | 329 |
|
|
2013
Q4 | $26K | Buy |
1,100
+1,000
| +1,000% | +$23.6K | 0.01% | 328 |
|
|
2013
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 466 |
|
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 454 |
|