EWM
Edge Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-500
| Closed | -$23K | – | 679 |
|
|
2020
Q1 | $23K | Buy |
+500
| New | +$23K | 0.01% | 297 |
|
|
2017
Q1 | – | Sell |
-75,412
| Closed | -$4.21M | – | 517 |
|
|
2016
Q4 | $4.21M | Sell |
75,412
-1,312
| -2% | -$73.2K | 1.59% | 21 |
|
|
2016
Q3 | $4.11M | Buy |
76,724
+1,000
| +1% | +$53.5K | 1.75% | 19 |
|
|
2016
Q2 | $3.94M | Buy |
75,724
+8,154
| +12% | +$424K | 1.64% | 21 |
|
|
2016
Q1 | $3.67M | Sell |
67,570
-2,581
| -4% | -$140K | 1.67% | 23 |
|
|
2015
Q4 | $3.37M | Buy |
70,151
+53,835
| +330% | +$2.59M | 1.27% | 30 |
|
|
2015
Q3 | $711K | Buy |
16,316
+13,799
| +548% | +$601K | 0.27% | 60 |
|
|
2015
Q2 | $139K | Buy |
+2,517
| New | +$139K | 0.05% | 123 |
|
|
2014
Q1 | – | Sell |
-54,269
| Closed | -$3.81M | – | 414 |
|
|
2013
Q4 | $3.81M | Sell |
54,269
-1,954
| -3% | -$137K | 1.76% | 22 |
|
|
2013
Q3 | $3.64M | Sell |
56,223
-5,325
| -9% | -$345K | 2.22% | 19 |
|
|
2013
Q2 | $3.38M | Buy |
+61,548
| New | +$3.38M | 2.26% | 20 |
|