WR Wealth Planners’s Embecta EMBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26
| Closed | -$346 | – | 1167 |
|
|
2024
Q1 | $346 | Buy |
+26
| New | +$346 | ﹤0.01% | 1082 |
|
|
2023
Q4 | – | Sell |
-49
| Closed | -$731 | – | 381 |
|
|
2023
Q3 | $731 | Hold |
49
| – | – | ﹤0.01% | 845 |
|
|
2023
Q2 | $1.05K | Buy |
49
+1
| +2% | +$21 | ﹤0.01% | 823 |
|
|
2023
Q1 | $1.36K | Hold |
48
| – | – | ﹤0.01% | 818 |
|
|
2022
Q4 | $1.22K | Hold |
48
| – | – | ﹤0.01% | 421 |
|
|
2022
Q3 | $1.39K | Hold |
48
| – | – | ﹤0.01% | 404 |
|
|
2022
Q2 | $1.22K | Buy |
+48
| New | +$1.22K | ﹤0.01% | 449 |
|