EHWM
EMC
Eads & Heald Wealth Management’s EMC CORPORATION EMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-23,575
| Closed | -$628K | – | 136 |
|
|
2016
Q1 | $628K | Sell |
23,575
-2,625
| -10% | -$69.9K | 0.43% | 92 |
|
|
2015
Q4 | $673K | Buy |
26,200
+260
| +1% | +$6.68K | 0.47% | 87 |
|
|
2015
Q3 | $627K | Sell |
25,940
-750
| -3% | -$18.1K | 0.45% | 92 |
|
|
2015
Q2 | $704K | Sell |
26,690
-1,857
| -7% | -$49K | 0.46% | 91 |
|
|
2015
Q1 | $730K | Sell |
28,547
-1,548
| -5% | -$39.6K | 0.47% | 87 |
|
|
2014
Q4 | $895K | Sell |
30,095
-360
| -1% | -$10.7K | 0.57% | 79 |
|
|
2014
Q3 | $891K | Buy |
30,455
+435
| +1% | +$12.7K | 0.6% | 77 |
|
|
2014
Q2 | $791K | Sell |
30,020
-5,020
| -14% | -$132K | 0.53% | 81 |
|
|
2014
Q1 | $960K | Sell |
35,040
-1,165
| -3% | -$31.9K | 0.63% | 74 |
|
|
2013
Q4 | $911K | Sell |
36,205
-7,102
| -16% | -$179K | 0.6% | 75 |
|
|
2013
Q3 | $1.11M | Sell |
43,307
-28,493
| -40% | -$728K | 0.79% | 64 |
|
|
2013
Q2 | $1.7M | Buy |
+71,800
| New | +$1.7M | 1.2% | 40 |
|