Haverford Financial Services’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-55,040
| Closed | -$2.62M | – | 63 |
|
2020
Q1 | $2.62M | Sell |
55,040
-11,052
| -17% | -$527K | 1.06% | 29 |
|
2019
Q4 | $5.04M | Sell |
66,092
-2,088
| -3% | -$159K | 1.6% | 26 |
|
2019
Q3 | $4.56M | Sell |
68,180
-706
| -1% | -$47.2K | 1.55% | 27 |
|
2019
Q2 | $4.6M | Sell |
68,886
-261
| -0.4% | -$17.4K | 1.6% | 27 |
|
2019
Q1 | $4.73M | Buy |
69,147
+2,063
| +3% | +$141K | 1.7% | 27 |
|
2018
Q4 | $4.01M | Buy |
67,084
+18,166
| +37% | +$1.09M | 1.65% | 28 |
|
2018
Q3 | $3.75M | Sell |
48,918
-523
| -1% | -$40.1K | 1.33% | 27 |
|
2018
Q2 | $3.42M | Buy |
+49,441
| New | +$3.42M | 1.28% | 28 |
|