Creative Planning’s EMC INS Group Inc EMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-950
| Closed | -$26K | – | 4157 |
|
|
2017
Q2 | $26K | Hold |
950
| – | – | ﹤0.01% | 2982 |
|
|
2017
Q1 | $27K | Hold |
950
| – | – | ﹤0.01% | 2907 |
|
|
2016
Q4 | $29K | Buy |
950
+200
| +27% | +$6.11K | ﹤0.01% | 2804 |
|
|
2016
Q3 | $20K | Hold |
750
| – | – | ﹤0.01% | 3038 |
|
|
2016
Q2 | $21K | Hold |
750
| – | – | ﹤0.01% | 2749 |
|
|
2016
Q1 | $19K | Buy |
+750
| New | +$19K | ﹤0.01% | 2792 |
|