Genovese Burford & Brothers Wealth & Retirement Plan Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$69K | – | 169 |
|
|
2018
Q2 | $69K | Hold |
1,000
| – | – | 0.02% | 145 |
|
|
2018
Q1 | $68K | Buy |
+1,000
| New | +$68K | 0.02% | 145 |
|
|
2017
Q4 | – | Sell |
-1,400
| Closed | -$87K | – | 308 |
|
|
2017
Q3 | $87K | Hold |
1,400
| – | – | 0.04% | 105 |
|
|
2017
Q2 | $83K | Buy |
1,400
+400
| +40% | +$23.7K | 0.03% | 111 |
|
|
2017
Q1 | $60K | Hold |
1,000
| – | – | 0.02% | 131 |
|
|
2016
Q4 | $56K | Hold |
1,000
| – | – | 0.02% | 158 |
|
|
2016
Q3 | $54K | Hold |
1,000
| – | – | 0.02% | 153 |
|
|
2016
Q2 | $52K | Hold |
1,000
| – | – | 0.02% | 143 |
|
|
2016
Q1 | $54K | Hold |
1,000
| – | – | 0.03% | 124 |
|
|
2015
Q4 | $48K | Buy |
+1,000
| New | +$48K | 0.02% | 130 |
|