CWS
Cypress Wealth Services’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,593
| Closed | -$215K | – | 264 |
|
|
2018
Q4 | $215K | Sell |
3,593
-1,135
| -24% | -$67.9K | 0.09% | 188 |
|
|
2018
Q3 | $362K | Sell |
4,728
-386
| -8% | -$29.6K | 0.13% | 147 |
|
|
2018
Q2 | $354K | Buy |
5,114
+1,602
| +46% | +$111K | 0.13% | 152 |
|
|
2018
Q1 | $240K | Sell |
3,512
-452
| -11% | -$30.9K | 0.1% | 162 |
|
|
2017
Q4 | $276K | Buy |
+3,964
| New | +$276K | 0.11% | 152 |
|