Integrated Wealth Concepts’s Embraer ERJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
+11,927
| New | +$679K | 0.01% | 1116 |
|
|
2024
Q4 | – | Sell |
-6,841
| Closed | -$242K | – | 1738 |
|
|
2024
Q3 | $242K | Buy |
+6,841
| New | +$242K | ﹤0.01% | 1470 |
|
|
2024
Q2 | – | Sell |
-15,354
| Closed | -$409K | – | 1665 |
|
|
2024
Q1 | $409K | Sell |
15,354
-4,210
| -22% | -$112K | 0.01% | 1141 |
|
|
2023
Q4 | $361K | Sell |
19,564
-1,745
| -8% | -$32.2K | 0.01% | 1161 |
|
|
2023
Q3 | $292K | Sell |
21,309
-745
| -3% | -$10.2K | 0.01% | 1238 |
|
|
2023
Q2 | $341K | Sell |
22,054
-12,840
| -37% | -$199K | 0.01% | 1162 |
|
|
2023
Q1 | $571K | Buy |
+34,894
| New | +$571K | 0.01% | 812 |
|