Financial Architects (New Jersey)’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-862
| Closed | -$53K | – | 413 |
|
|
2020
Q2 | $53K | Sell |
862
-679
| -44% | -$41.7K | 0.01% | 412 |
|
|
2020
Q1 | $73K | Hold |
1,541
| – | – | 0.02% | 337 |
|
|
2019
Q4 | $118K | Sell |
1,541
-350
| -19% | -$26.8K | 0.03% | 309 |
|
|
2019
Q3 | $126K | Hold |
1,891
| – | – | 0.03% | 294 |
|
|
2019
Q2 | $126K | Sell |
1,891
-265
| -12% | -$17.7K | 0.02% | 302 |
|
|
2019
Q1 | $147K | Buy |
2,156
+62
| +3% | +$4.23K | 0.03% | 344 |
|
|
2018
Q4 | $125K | Sell |
2,094
-1,200
| -36% | -$71.6K | 0.02% | 329 |
|
|
2018
Q3 | $253K | Buy |
3,294
+1,287
| +64% | +$98.9K | 0.04% | 244 |
|
|
2018
Q2 | $138K | Sell |
2,007
-277
| -12% | -$19K | 0.02% | 341 |
|
|
2018
Q1 | $156K | Buy |
2,284
+100
| +5% | +$6.83K | 0.03% | 318 |
|
|
2017
Q4 | $153K | Buy |
2,184
+250
| +13% | +$17.5K | 0.03% | 342 |
|
|
2017
Q3 | $122K | Hold |
1,934
| – | – | 0.02% | 416 |
|
|
2017
Q2 | $116K | Sell |
1,934
-80
| -4% | -$4.8K | 0.02% | 406 |
|
|
2017
Q1 | $121K | Sell |
2,014
-120
| -6% | -$7.21K | 0.02% | 394 |
|
|
2016
Q4 | $119K | Buy |
2,134
+170
| +9% | +$9.48K | 0.03% | 355 |
|
|
2016
Q3 | $108K | Buy |
1,964
+270
| +16% | +$14.8K | 0.03% | 374 |
|
|
2016
Q2 | $89K | Buy |
1,694
+40
| +2% | +$2.1K | 0.03% | 394 |
|
|
2016
Q1 | $90K | Buy |
+1,654
| New | +$90K | 0.03% | 295 |
|
|
2015
Q3 | – | Sell |
-822
| Closed | -$46K | – | 408 |
|
|
2015
Q2 | $46K | Sell |
822
-201
| -20% | -$11.2K | 0.02% | 445 |
|
|
2015
Q1 | $58K | Buy |
1,023
+312
| +44% | +$17.7K | 0.02% | 379 |
|
|
2014
Q4 | $44K | Buy |
711
+311
| +78% | +$19.2K | 0.02% | 361 |
|
|
2014
Q3 | $25K | Buy |
400
+200
| +100% | +$12.5K | 0.01% | 430 |
|
|
2014
Q2 | $13K | Buy |
+200
| New | +$13K | 0.01% | 571 |
|
|
2013
Q4 | – | Sell |
-200
| Closed | -$13K | – | 279 |
|
|
2013
Q3 | $13K | Hold |
200
| – | – | 0.01% | 445 |
|
|
2013
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 443 |
|