Creative Planning’s Emclaire Financial Corp EMCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,394
| Closed | -$265K | – | 2686 |
|
|
2022
Q4 | $265K | Hold |
8,394
| – | – | ﹤0.01% | 1800 |
|
|
2022
Q3 | $296K | Hold |
8,394
| – | – | ﹤0.01% | 1641 |
|
|
2022
Q2 | $289K | Hold |
8,394
| – | – | ﹤0.01% | 1634 |
|
|
2022
Q1 | $315K | Hold |
8,394
| – | – | ﹤0.01% | 1612 |
|
|
2021
Q4 | $243K | Hold |
8,394
| – | – | ﹤0.01% | 1763 |
|
|
2021
Q3 | $224K | Hold |
8,394
| – | – | ﹤0.01% | 1791 |
|
|
2021
Q2 | $254K | Hold |
8,394
| – | – | ﹤0.01% | 1645 |
|
|
2021
Q1 | $243K | Hold |
8,394
| – | – | ﹤0.01% | 1908 |
|
|
2020
Q4 | $257K | Hold |
8,394
| – | – | ﹤0.01% | 1691 |
|
|
2020
Q3 | $211K | Buy |
+8,394
| New | +$211K | ﹤0.01% | 1628 |
|
|
2020
Q1 | – | Sell |
-8,394
| Closed | -$273K | – | 1957 |
|
|
2019
Q4 | $273K | Hold |
8,394
| – | – | ﹤0.01% | 1446 |
|
|
2019
Q3 | $276K | Hold |
8,394
| – | – | ﹤0.01% | 1404 |
|
|
2019
Q2 | $262K | Hold |
8,394
| – | – | ﹤0.01% | 1450 |
|
|
2019
Q1 | $259K | Hold |
8,394
| – | – | ﹤0.01% | 1410 |
|
|
2018
Q4 | $255K | Hold |
8,394
| – | – | ﹤0.01% | 1329 |
|
|
2018
Q3 | $313K | Hold |
8,394
| – | – | ﹤0.01% | 1359 |
|
|
2018
Q2 | $288K | Hold |
8,394
| – | – | ﹤0.01% | 1389 |
|
|
2018
Q1 | $280K | Buy |
8,394
+50
| +0.6% | +$1.67K | ﹤0.01% | 1370 |
|
|
2017
Q4 | $253K | Buy |
8,344
+51
| +0.6% | +$1.55K | ﹤0.01% | 1439 |
|
|
2017
Q3 | $238K | Buy |
8,293
+56
| +0.7% | +$1.61K | ﹤0.01% | 1461 |
|
|
2017
Q2 | $230K | Buy |
8,237
+50
| +0.6% | +$1.4K | ﹤0.01% | 1429 |
|
|
2017
Q1 | $239K | Sell |
8,187
-1,151
| -12% | -$33.6K | ﹤0.01% | 1376 |
|
|
2016
Q4 | $252K | Buy |
9,338
+1,250
| +15% | +$33.7K | ﹤0.01% | 1276 |
|
|
2016
Q3 | $199K | Buy |
8,088
+11
| +0.1% | +$271 | ﹤0.01% | 1398 |
|
|
2016
Q2 | $193K | Buy |
8,077
+36
| +0.4% | +$860 | ﹤0.01% | 1265 |
|
|
2016
Q1 | $201K | Buy |
8,041
+37
| +0.5% | +$925 | ﹤0.01% | 1209 |
|
|
2015
Q4 | $192K | Buy |
8,004
+2,161
| +37% | +$51.8K | ﹤0.01% | 1217 |
|
|
2015
Q3 | $134K | Buy |
+5,843
| New | +$134K | ﹤0.01% | 1406 |
|
|
2015
Q2 | – | Sell |
-3,416
| Closed | -$86K | – | 3129 |
|
|
2015
Q1 | $86K | Buy |
3,416
+81
| +2% | +$2.04K | ﹤0.01% | 1643 |
|
|
2014
Q4 | $83K | Buy |
3,335
+57
| +2% | +$1.42K | ﹤0.01% | 1639 |
|
|
2014
Q3 | $83K | Hold |
3,278
| – | – | ﹤0.01% | 1586 |
|
|
2014
Q2 | $88K | Hold |
3,278
| – | – | ﹤0.01% | 1508 |
|
|
2014
Q1 | $84K | Hold |
3,278
| – | – | ﹤0.01% | 1506 |
|
|
2013
Q4 | $82K | Buy |
3,278
+26
| +0.8% | +$650 | ﹤0.01% | 1317 |
|
|
2013
Q3 | $84K | Buy |
3,252
+25
| +0.8% | +$646 | ﹤0.01% | 1218 |
|
|
2013
Q2 | $80K | Buy |
+3,227
| New | +$80K | ﹤0.01% | 1113 |
|