Balasa Dinverno & Foltz’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,175
| Closed | -$258K | – | 209 |
|
|
2014
Q4 | $258K | Buy |
4,175
+70
| +2% | +$4.33K | 0.04% | 160 |
|
|
2014
Q3 | $257K | Sell |
4,105
-130
| -3% | -$8.14K | 0.04% | 151 |
|
|
2014
Q2 | $281K | Sell |
4,235
-20
| -0.5% | -$1.33K | 0.03% | 134 |
|
|
2014
Q1 | $284K | Buy |
4,255
+544
| +15% | +$36.3K | 0.03% | 128 |
|
|
2013
Q4 | $260K | Sell |
3,711
-10
| -0.3% | -$701 | 0.04% | 126 |
|
|
2013
Q3 | $241K | Sell |
3,721
-70
| -2% | -$4.53K | 0.04% | 121 |
|
|
2013
Q2 | $207K | Buy |
+3,791
| New | +$207K | 0.04% | 126 |
|