Bingham Osborn & Scarborough’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,314
| Closed | -$330K | – | 164 |
|
|
2020
Q2 | $330K | Buy |
5,314
+75
| +1% | +$4.66K | 0.03% | 113 |
|
|
2020
Q1 | $250K | Sell |
5,239
-3
| -0.1% | -$143 | 0.02% | 123 |
|
|
2019
Q4 | $400K | Sell |
5,242
-2
| -0% | -$153 | 0.03% | 106 |
|
|
2019
Q3 | $351K | Sell |
5,244
-507
| -9% | -$33.9K | 0.03% | 108 |
|
|
2019
Q2 | $384K | Buy |
5,751
+2
| +0% | +$134 | 0.03% | 101 |
|
|
2019
Q1 | $394K | Sell |
5,749
-152
| -3% | -$10.4K | 0.04% | 100 |
|
|
2018
Q4 | $353K | Sell |
5,901
-272
| -4% | -$16.3K | 0.04% | 97 |
|
|
2018
Q3 | $473K | Buy |
6,173
+52
| +0.8% | +$3.98K | 0.04% | 87 |
|
|
2018
Q2 | $423K | Buy |
6,121
+217
| +4% | +$15K | 0.04% | 86 |
|
|
2018
Q1 | $403K | Hold |
5,904
| – | – | 0.04% | 89 |
|
|
2017
Q4 | $411K | Hold |
5,904
| – | – | 0.04% | 87 |
|
|
2017
Q3 | $371K | Hold |
5,904
| – | – | 0.03% | 87 |
|
|
2017
Q2 | $352K | Sell |
5,904
-31
| -0.5% | -$1.85K | 0.03% | 87 |
|
|
2017
Q1 | $355K | Buy |
5,935
+65
| +1% | +$3.89K | 0.04% | 86 |
|
|
2016
Q4 | $327K | Sell |
5,870
-31
| -0.5% | -$1.73K | 0.03% | 86 |
|
|
2016
Q3 | $322K | Buy |
5,901
+4
| +0.1% | +$218 | 0.03% | 87 |
|
|
2016
Q2 | $308K | Buy |
5,897
+590
| +11% | +$30.8K | 0.04% | 90 |
|
|
2016
Q1 | $289K | Hold |
5,307
| – | – | 0.03% | 94 |
|
|
2015
Q4 | $254K | Hold |
5,307
| – | – | 0.03% | 93 |
|
|
2015
Q3 | $234K | Hold |
5,307
| – | – | 0.03% | 98 |
|
|
2015
Q2 | $294K | Buy |
5,307
+503
| +10% | +$27.9K | 0.04% | 88 |
|
|
2015
Q1 | $272K | Sell |
4,804
-200
| -4% | -$11.3K | 0.03% | 92 |
|
|
2014
Q4 | $309K | Hold |
5,004
| – | – | 0.04% | 88 |
|
|
2014
Q3 | $313K | Hold |
5,004
| – | – | 0.04% | 85 |
|
|
2014
Q2 | $332K | Hold |
5,004
| – | – | 0.04% | 77 |
|
|
2014
Q1 | $334K | Sell |
5,004
-217
| -4% | -$14.5K | 0.05% | 74 |
|
|
2013
Q4 | $366K | Buy |
5,221
+200
| +4% | +$14K | 0.05% | 68 |
|
|
2013
Q3 | $325K | Buy |
5,021
+217
| +5% | +$14K | 0.05% | 66 |
|
|
2013
Q2 | $262K | Buy |
+4,804
| New | +$262K | 0.05% | 69 |
|