Sheets Smith Wealth Management’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,600
| Closed | -$208K | – | 317 |
|
|
2019
Q3 | $208K | Sell |
7,600
-500
| -6% | -$13.5K | 0.04% | 281 |
|
|
2019
Q2 | $217K | Hold |
8,100
| – | – | 0.04% | 302 |
|
|
2019
Q1 | $230K | Buy |
+8,100
| New | +$211K | 0.05% | 292 |
|
|
2018
Q4 | – | Sell |
-8,100
| Closed | -$248K | – | 286 |
|
|
2018
Q3 | $248K | Sell |
8,100
-100
| -1% | -$3.08K | 0.05% | 308 |
|
|
2018
Q2 | $249K | Hold |
8,200
| – | – | 0.06% | 279 |
|
|
2018
Q1 | $224K | Sell |
8,200
-200
| -2% | -$5.46K | 0.05% | 285 |
|
|
2017
Q4 | $261K | Hold |
8,400
| – | – | 0.06% | 285 |
|
|
2017
Q3 | $275K | Hold |
8,400
| – | – | 0.07% | 270 |
|
|
2017
Q2 | $268K | Hold |
8,400
| – | – | 0.07% | 257 |
|
|
2017
Q1 | $263K | Hold |
8,400
| – | – | 0.07% | 252 |
|
|
2016
Q4 | $275K | Sell |
8,400
-185
| -2% | -$5.64K | 0.08% | 237 |
|
|
2016
Q3 | $267K | Hold |
8,585
| – | – | 0.08% | 225 |
|
|
2016
Q2 | $270K | Sell |
8,585
-200
| -2% | -$5.89K | 0.08% | 210 |
|
|
2016
Q1 | $257K | Hold |
8,785
| – | – | 0.08% | 200 |
|
|
2015
Q4 | $238K | Sell |
8,785
-300
| -3% | -$8.11K | 0.07% | 202 |
|
|
2015
Q3 | $226K | Hold |
9,085
| – | – | 0.08% | 187 |
|
|
2015
Q2 | $236K | Hold |
9,085
| – | – | 0.06% | 212 |
|
|
2015
Q1 | $251K | Sell |
9,085
-3,750
| -29% | -$106K | 0.07% | 205 |
|
|
2014
Q4 | $355K | Hold |
12,835
| – | – | 0.09% | 187 |
|
|
2014
Q3 | $326K | Buy |
12,835
+300
| +2% | +$8.01K | 0.09% | 187 |
|
|
2014
Q2 | $326K | Sell |
12,535
-150
| -1% | -$3.75K | 0.09% | 196 |
|
|
2014
Q1 | $303K | Sell |
12,685
-500
| -4% | -$11.8K | 0.08% | 199 |
|
|
2013
Q4 | $308K | Hold |
13,185
| – | – | 0.09% | 209 |
|
|
2013
Q3 | $333K | Sell |
13,185
-800
| -6% | -$20.8K | 0.11% | 194 |
|
|
2013
Q2 | $376K | Buy |
+13,985
| New | +$393K | 0.13% | 184 |
|
Other funds holding ELME
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