BWA
Burt Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,012
| Closed | -$81K | – | 168 |
|
|
2020
Q4 | $81K | Hold |
1,012
| – | – | 0.03% | 144 |
|
|
2020
Q3 | $66K | Sell |
1,012
-200
| -17% | -$13K | 0.02% | 154 |
|
|
2020
Q2 | $75K | Hold |
1,212
| – | – | 0.03% | 142 |
|
|
2020
Q1 | $58K | Hold |
1,212
| – | – | 0.03% | 155 |
|
|
2019
Q4 | $92K | Hold |
1,212
| – | – | 0.04% | 132 |
|
|
2019
Q3 | $81K | Hold |
1,212
| – | – | 0.03% | 140 |
|
|
2019
Q2 | $81K | Hold |
1,212
| – | – | 0.04% | 136 |
|
|
2019
Q1 | $83K | Hold |
1,212
| – | – | 0.04% | 135 |
|
|
2018
Q4 | $72K | Hold |
1,212
| – | – | 0.03% | 147 |
|
|
2018
Q3 | $93K | Buy |
1,212
+412
| +52% | +$31.6K | 0.04% | 143 |
|
|
2018
Q2 | $55K | Hold |
800
| – | – | 0.03% | 169 |
|
|
2018
Q1 | $55K | Hold |
800
| – | – | 0.03% | 168 |
|
|
2017
Q4 | $56K | Hold |
800
| – | – | 0.03% | 170 |
|
|
2017
Q3 | $50K | Sell |
800
-113
| -12% | -$7.06K | 0.03% | 176 |
|
|
2017
Q2 | $54K | Buy |
913
+113
| +14% | +$6.68K | 0.04% | 176 |
|
|
2017
Q1 | $48K | Hold |
800
| – | – | 0.03% | 170 |
|
|
2016
Q4 | $45K | Hold |
800
| – | – | 0.04% | 175 |
|
|
2016
Q3 | $43K | Hold |
800
| – | – | 0.05% | 169 |
|
|
2016
Q2 | $41K | Hold |
800
| – | – | 0.05% | 166 |
|
|
2016
Q1 | $44K | Hold |
800
| – | – | 0.04% | 181 |
|
|
2015
Q4 | $38K | Hold |
800
| – | – | 0.03% | 161 |
|
|
2015
Q3 | $35K | Hold |
800
| – | – | 0.04% | 150 |
|
|
2015
Q2 | $44K | Hold |
800
| – | – | 0.05% | 154 |
|
|
2015
Q1 | $45K | Sell |
800
-150
| -16% | -$8.44K | 0.05% | 147 |
|
|
2014
Q4 | $59K | Buy |
+950
| New | +$59K | 0.06% | 127 |
|