JFS Wealth Advisors’s Embecta EMBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-10
| Closed | -$207 | – | 1954 |
|
2024
Q4 | $207 | Hold |
10
| – | – | ﹤0.01% | 1847 |
|
2024
Q3 | $141 | Hold |
10
| – | – | ﹤0.01% | 1886 |
|
2024
Q2 | $125 | Hold |
10
| – | – | ﹤0.01% | 1918 |
|
2024
Q1 | $133 | Hold |
10
| – | – | ﹤0.01% | 1928 |
|
2023
Q4 | $190 | Sell |
10
-21
| -68% | -$399 | ﹤0.01% | 1910 |
|
2023
Q3 | $467 | Sell |
31
-10
| -24% | -$151 | ﹤0.01% | 1760 |
|
2023
Q2 | $886 | Sell |
41
-3
| -7% | -$65 | ﹤0.01% | 1644 |
|
2023
Q1 | $1.24K | Sell |
44
-4
| -8% | -$113 | ﹤0.01% | 1520 |
|
2022
Q4 | $1.21K | Buy |
48
+8
| +20% | +$202 | ﹤0.01% | 1554 |
|
2022
Q3 | $1K | Buy |
40
+2
| +5% | +$50 | ﹤0.01% | 1534 |
|
2022
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1511 |
|