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