Concert Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,345
| Closed | -$465K | – | 230 |
|
|
2017
Q1 | $465K | Sell |
8,345
-1,767
| -17% | -$98.5K | 0.11% | 265 |
|
|
2016
Q4 | $564K | Sell |
10,112
-6,193
| -38% | -$345K | 0.13% | 229 |
|
|
2016
Q3 | $888K | Buy |
16,305
+145
| +0.9% | +$7.9K | 0.11% | 241 |
|
|
2016
Q2 | $845K | Buy |
16,160
+5,435
| +51% | +$284K | 0.11% | 234 |
|
|
2016
Q1 | $584K | Buy |
10,725
+75
| +0.7% | +$4.08K | 0.08% | 318 |
|
|
2015
Q4 | $513K | Sell |
10,650
-5,085
| -32% | -$245K | 0.07% | 352 |
|
|
2015
Q3 | $697K | Sell |
15,735
-12,625
| -45% | -$559K | 0.09% | 274 |
|
|
2015
Q2 | $1.57M | Buy |
28,360
+822
| +3% | +$45.4K | 0.2% | 124 |
|
|
2015
Q1 | $808K | Sell |
27,538
-2,756
| -9% | -$80.9K | 0.23% | 123 |
|
|
2014
Q4 | $1.87M | Buy |
30,294
+3,580
| +13% | +$221K | 0.28% | 87 |
|
|
2014
Q3 | $1.68M | Buy |
26,714
+1,422
| +6% | +$89.4K | 0.23% | 65 |
|
|
2014
Q2 | $1.57M | Buy |
25,292
+2,434
| +11% | +$151K | 0.19% | 69 |
|
|
2014
Q1 | $1.53M | Sell |
22,858
-449
| -2% | -$30K | 0.19% | 74 |
|
|
2013
Q4 | $1.63M | Buy |
23,307
+3,238
| +16% | +$227K | 0.21% | 71 |
|
|
2013
Q3 | $1.3M | Sell |
20,069
-1,150
| -5% | -$74.3K | 0.18% | 85 |
|
|
2013
Q2 | $1.16M | Buy |
+21,219
| New | +$1.16M | 0.17% | 84 |
|