United Capital Financial Advisors’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,468
| Closed | -$167K | – | 1087 |
|
|
2023
Q4 | $167K | Buy |
+11,468
| New | +$167K | ﹤0.01% | 1009 |
|
|
2023
Q1 | – | Sell |
-13,156
| Closed | -$234K | – | 986 |
|
|
2022
Q4 | $234K | Sell |
13,156
-3,782
| -22% | -$67.3K | ﹤0.01% | 945 |
|
|
2022
Q3 | $297K | Sell |
16,938
-89
| -0.5% | -$1.56K | ﹤0.01% | 913 |
|
|
2022
Q2 | $363K | Sell |
17,027
-680
| -4% | -$14.5K | ﹤0.01% | 886 |
|
|
2022
Q1 | $452K | Sell |
17,707
-674
| -4% | -$17.2K | ﹤0.01% | 858 |
|
|
2021
Q4 | $475K | Sell |
18,381
-1,721
| -9% | -$44.5K | ﹤0.01% | 872 |
|
|
2021
Q3 | $498K | Buy |
20,102
+76
| +0.4% | +$1.88K | ﹤0.01% | 855 |
|
|
2021
Q2 | $461K | Sell |
20,026
-743
| -4% | -$17.1K | ﹤0.01% | 877 |
|
|
2021
Q1 | $459K | Sell |
20,769
-1,871
| -8% | -$41.4K | ﹤0.01% | 866 |
|
|
2020
Q4 | $490K | Sell |
22,640
-3,676
| -14% | -$79.6K | ﹤0.01% | 849 |
|
|
2020
Q3 | $530K | Sell |
26,316
-469
| -2% | -$9.45K | ﹤0.01% | 815 |
|
|
2020
Q2 | $595K | Sell |
26,785
-899
| -3% | -$20K | ﹤0.01% | 802 |
|
|
2020
Q1 | $661K | Buy |
27,684
+42
| +0.2% | +$1K | 0.01% | 726 |
|
|
2019
Q4 | $807K | Sell |
27,642
-1,424
| -5% | -$41.6K | 0.01% | 841 |
|
|
2019
Q3 | $795K | Buy |
+29,066
| New | +$795K | 0.01% | 805 |
|