Financial Advisory Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,570
| Closed | -$249K | – | 65 |
|
|
2017
Q4 | $249K | Sell |
3,570
-785
| -18% | -$54.8K | 0.07% | 58 |
|
|
2017
Q3 | $274K | Hold |
4,355
| – | – | 0.09% | 56 |
|
|
2017
Q2 | $260K | Hold |
4,355
| – | – | 0.09% | 55 |
|
|
2017
Q1 | $261K | Hold |
4,355
| – | – | 0.09% | 52 |
|
|
2016
Q4 | $243K | Hold |
4,355
| – | – | 0.09% | 54 |
|
|
2016
Q3 | $237K | Buy |
4,355
+80
| +2% | +$4.35K | 0.1% | 52 |
|
|
2016
Q2 | $223K | Hold |
4,275
| – | – | 0.11% | 51 |
|
|
2016
Q1 | $232K | Hold |
4,275
| – | – | 0.11% | 51 |
|
|
2015
Q4 | $204K | Hold |
4,275
| – | – | 0.1% | 54 |
|
|
2015
Q3 | $189K | Buy |
4,275
+500
| +13% | +$22.1K | 0.09% | 46 |
|
|
2015
Q2 | $209K | Hold |
3,775
| – | – | 0.1% | 47 |
|
|
2015
Q1 | $214K | Hold |
3,775
| – | – | 0.1% | 43 |
|
|
2014
Q4 | $233K | Buy |
3,775
+3
| +0.1% | +$185 | 0.12% | 42 |
|
|
2014
Q3 | $236K | Hold |
3,772
| – | – | 0.13% | 45 |
|
|
2014
Q2 | $250K | Hold |
3,772
| – | – | 0.14% | 45 |
|
|
2014
Q1 | $252K | Sell |
3,772
-2,315
| -38% | -$155K | 0.14% | 45 |
|
|
2013
Q4 | $427K | Buy |
6,087
+172
| +3% | +$12.1K | 0.24% | 34 |
|
|
2013
Q3 | $383K | Hold |
5,915
| – | – | 0.24% | 31 |
|
|
2013
Q2 | $323K | Buy |
+5,915
| New | +$323K | 0.21% | 35 |
|