Gideon Capital Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,424
| Closed | -$264K | – | 301 |
|
|
2017
Q2 | $264K | Buy |
+4,424
| New | +$264K | 0.29% | 156 |
|
|
2016
Q1 | – | Sell |
-5,338
| Closed | -$255K | – | 172 |
|
|
2015
Q4 | $255K | Buy |
+5,338
| New | +$255K | 0.19% | 157 |
|
|
2015
Q3 | – | Sell |
-38,726
| Closed | -$2.15M | – | 249 |
|
|
2015
Q2 | $2.15M | Sell |
38,726
-5,428
| -12% | -$301K | 0.89% | 23 |
|
|
2015
Q1 | $2.5M | Buy |
44,154
+34,617
| +363% | +$1.96M | 1.01% | 19 |
|
|
2014
Q4 | $589K | Buy |
+9,537
| New | +$589K | 0.28% | 111 |
|
|
2014
Q3 | – | Sell |
-53,277
| Closed | -$3.54M | – | 296 |
|
|
2014
Q2 | $3.54M | Buy |
+53,277
| New | +$3.54M | 1.28% | 12 |
|