Creative Planning’s Emclaire Financial Corp EMCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $265K | Hold |
|
|||||
|
2022
Q3 | $296K | Hold |
|
|||||
|
2022
Q2 | $289K | Hold |
|
|||||
|
2022
Q1 | $315K | Hold |
|
|||||
|
2021
Q4 | $243K | Hold |
|
|||||
|
2021
Q3 | $224K | Hold |
|
|||||
|
2021
Q2 | $254K | Hold |
|
|||||
|
2021
Q1 | $243K | Hold |
|
|||||
|
2020
Q4 | $257K | Hold |
|
|||||
|
2020
Q3 | $211K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $273K | Hold |
|
|||||
|
2019
Q3 | $276K | Hold |
|
|||||
|
2019
Q2 | $262K | Hold |
|
|||||
|
2019
Q1 | $259K | Hold |
|
|||||
|
2018
Q4 | $255K | Hold |
|
|||||
|
2018
Q3 | $313K | Hold |
|
|||||
|
2018
Q2 | $288K | Hold |
|
|||||
|
2018
Q1 | $280K | Buy |
|
|||||
|
2017
Q4 | $253K | Buy |
|
|||||
|
2017
Q3 | $238K | Buy |
|
|||||
|
2017
Q2 | $230K | Buy |
|
|||||
|
2017
Q1 | $239K | Sell |
|
|||||
|
2016
Q4 | $252K | Buy |
|
|||||
|
2016
Q3 | $199K | Buy |
|
|||||
|
2016
Q2 | $193K | Buy |
|
|||||
|
2016
Q1 | $201K | Buy |
|
|||||
|
2015
Q4 | $192K | Buy |
|
|||||
|
2015
Q3 | $134K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $86K | Buy |
|
|||||
|
2014
Q4 | $83K | Buy |
|
|||||
|
2014
Q3 | $83K | Hold |
|
|||||
|
2014
Q2 | $88K | Hold |
|
|||||
|
2014
Q1 | $84K | Hold |
|
|||||
|
2013
Q4 | $82K | Buy |
|
|||||
|
2013
Q3 | $84K | Buy |
|
|||||
|
2013
Q2 | $80K | Buy |
|