SW
ELME

Simplicity Wealth’s Elme Communities ELME Stock Holding History

Simplicity Wealth’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32,029
Closed -$510K – 698
2024
Q2 		$510K Sell
32,029
-253
-0.8% -$4.03K 0.01% 752
2024
Q1 		$449K Buy
+32,282
New +$449K 0.01% 775