Wealthspire Advisors (Maryland)’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,440
| Closed | -$154K | – | 918 |
|
|
2019
Q1 | $154K | Buy |
5,440
+206
| +4% | +$5.83K | 0.01% | 503 |
|
|
2018
Q4 | $120K | Hold |
5,234
| – | – | 0.01% | 546 |
|
|
2018
Q3 | $160K | Sell |
5,234
-778
| -13% | -$23.8K | 0.01% | 517 |
|
|
2018
Q2 | $182K | Sell |
6,012
-994
| -14% | -$30.1K | 0.02% | 492 |
|
|
2018
Q1 | $191K | Buy |
7,006
+56
| +0.8% | +$1.53K | 0.02% | 486 |
|
|
2017
Q4 | $216K | Hold |
6,950
| – | – | 0.02% | 453 |
|
|
2017
Q3 | $228K | Buy |
6,950
+28
| +0.4% | +$919 | 0.02% | 433 |
|
|
2017
Q2 | $221K | Buy |
6,922
+4,304
| +164% | +$137K | 0.03% | 422 |
|
|
2017
Q1 | $82K | Buy |
2,618
+17
| +0.7% | +$532 | 0.01% | 658 |
|
|
2016
Q4 | $85K | Sell |
2,601
-491
| -16% | -$16K | 0.01% | 626 |
|
|
2016
Q3 | $96K | Buy |
3,092
+9
| +0.3% | +$279 | 0.02% | 579 |
|
|
2016
Q2 | $97K | Buy |
3,083
+10
| +0.3% | +$315 | 0.02% | 538 |
|
|
2016
Q1 | $90K | Buy |
3,073
+10
| +0.3% | +$293 | 0.02% | 543 |
|
|
2015
Q4 | $83K | Buy |
+3,063
| New | +$83K | 0.02% | 574 |
|