United Capital Financial Advisors’s Elme Communities ELME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,468	Closed	-$167K	–	1095
2023 Q4	$167K	Buy	+11,468	New	+$157K	﹤0.01%	1013
2023 Q1	–	Sell	-13,156	Closed	-$234K	–	992
2022 Q4	$234K	Sell	13,156 -3,782	-22%	-$69.7K	﹤0.01%	945
2022 Q3	$297K	Sell	16,938 -89	-0.5%	-$1.82K	﹤0.01%	913
2022 Q2	$363K	Sell	17,027 -680	-4%	-$16.2K	﹤0.01%	886
2022 Q1	$452K	Sell	17,707 -674	-4%	-$16.6K	﹤0.01%	862
2021 Q4	$475K	Sell	18,381 -1,721	-9%	-$44K	﹤0.01%	874
2021 Q3	$498K	Buy	20,102 +76	+0.4%	+$1.87K	﹤0.01%	858
2021 Q2	$461K	Sell	20,026 -743	-4%	-$17.5K	﹤0.01%	882
2021 Q1	$459K	Sell	20,769 -1,871	-8%	-$42.7K	﹤0.01%	868
2020 Q4	$490K	Sell	22,640 -3,676	-14%	-$78.7K	﹤0.01%	853
2020 Q3	$530K	Sell	26,316 -469	-2%	-$10.2K	﹤0.01%	819
2020 Q2	$595K	Sell	26,785 -899	-3%	-$20K	﹤0.01%	807
2020 Q1	$661K	Buy	27,684 +42	+0.2%	+$1.19K	0.01%	731
2019 Q4	$807K	Sell	27,642 -1,424	-5%	-$42.3K	0.01%	847
2019 Q3	$795K	Buy	+29,066	New	+$785K	0.01%	811