Westbourne Investment Advisors’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,400
| Closed | -$43K | – | 106 |
|
|
2018
Q3 | $43K | Buy |
+1,400
| New | +$43K | 0.03% | 156 |
|
|
2016
Q4 | – | Sell |
-7,200
| Closed | -$224K | – | 98 |
|
|
2016
Q3 | $224K | Sell |
7,200
-300
| -4% | -$9.33K | 0.2% | 92 |
|
|
2016
Q2 | $236K | Sell |
7,500
-1,750
| -19% | -$55.1K | 0.21% | 93 |
|
|
2016
Q1 | $270K | Sell |
9,250
-1,200
| -11% | -$35K | 0.26% | 86 |
|
|
2015
Q4 | $283K | Sell |
10,450
-100
| -0.9% | -$2.71K | 0.27% | 82 |
|
|
2015
Q3 | $263K | Sell |
10,550
-250
| -2% | -$6.23K | 0.26% | 89 |
|
|
2015
Q2 | $280K | Buy |
+10,800
| New | +$280K | 0.25% | 91 |
|