Schneider Downs Wealth Management Advisors’s Emclaire Financial Corp EMCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-98,729
| Closed | -$3.45M | – | 145 |
|
|
2022
Q2 | $3.45M | Hold |
98,729
| – | – | 0.96% | 18 |
|
|
2022
Q1 | $3.7M | Sell |
98,729
-1,502
| -1% | -$56.4K | 0.94% | 18 |
|
|
2021
Q4 | $2.9M | Hold |
100,231
| – | – | 0.69% | 21 |
|
|
2021
Q3 | $2.66M | Buy |
100,231
+1,000
| +1% | +$26.5K | 0.69% | 23 |
|
|
2021
Q2 | $2.89M | Buy |
+99,231
| New | +$2.89M | 0.75% | 21 |
|