Cobiz Wealth’s Emerson Electric EMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$233K Sell
3,485
-477
-12% -$31.9K 0.05% 104
2019
Q1
$271K Sell
3,962
-2,343
-37% -$160K 0.05% 100
2018
Q4
$377K Sell
6,305
-676
-10% -$40.4K 0.08% 100
2018
Q3
$535K Sell
6,981
-251
-3% -$19.2K 0.1% 90
2018
Q2
$500K Sell
7,232
-385
-5% -$26.6K 0.1% 89
2018
Q1
$520K Sell
7,617
-2,910
-28% -$199K 0.11% 92
2017
Q4
$734K Buy
10,527
+125
+1% +$8.72K 0.15% 86
2017
Q3
$654K Sell
10,402
-430
-4% -$27K 0.14% 89
2017
Q2
$646K Sell
10,832
-966
-8% -$57.6K 0.14% 90
2017
Q1
$706K Sell
11,798
-100
-0.8% -$5.98K 0.16% 86
2016
Q4
$663K Sell
11,898
-280
-2% -$15.6K 0.16% 88
2016
Q3
$664K Sell
12,178
-420
-3% -$22.9K 0.16% 88
2016
Q2
$657K Sell
12,598
-1,000
-7% -$52.2K 0.17% 91
2016
Q1
$739K Sell
13,598
-880
-6% -$47.8K 0.18% 87
2015
Q4
$692K Sell
14,478
-384
-3% -$18.4K 0.16% 93
2015
Q3
$656K Sell
14,862
-155
-1% -$6.84K 0.16% 94
2015
Q2
$832K Sell
15,017
-1,526
-9% -$84.5K 0.19% 85
2015
Q1
$937K Sell
16,543
-2,047
-11% -$116K 0.21% 81
2014
Q4
$1.15M Sell
18,590
-200
-1% -$12.4K 0.26% 72
2014
Q3
$1.18M Sell
18,790
-718
-4% -$44.9K 0.27% 73
2014
Q2
$1.3M Sell
19,508
-67,919
-78% -$4.51M 0.3% 67
2014
Q1
$5.84M Sell
87,427
-1,545
-2% -$103K 1.39% 30
2013
Q4
$6.24M Sell
88,972
-6,678
-7% -$469K 1.49% 27
2013
Q3
$6.19M Sell
95,650
-2,459
-3% -$159K 1.57% 20
2013
Q2
$5.35M Buy
+98,109
New +$5.35M 1.41% 30