Clear Perspective Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,530
| Closed | -$244K | – | 226 |
|
|
2018
Q2 | $244K | Hold |
3,530
| – | – | 0.17% | 124 |
|
|
2018
Q1 | $241K | Sell |
3,530
-500
| -12% | -$34.1K | 0.18% | 120 |
|
|
2017
Q4 | $281K | Hold |
4,030
| – | – | 0.21% | 109 |
|
|
2017
Q3 | $253K | Sell |
4,030
-1,100
| -21% | -$69.1K | 0.21% | 113 |
|
|
2017
Q2 | $306K | Sell |
5,130
-475
| -8% | -$28.3K | 0.26% | 95 |
|
|
2017
Q1 | $336K | Sell |
5,605
-37
| -0.7% | -$2.22K | 0.22% | 87 |
|
|
2016
Q4 | $315K | Buy |
+5,642
| New | +$315K | 0.21% | 99 |
|