HCR Wealth Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,132
| Closed | -$599K | – | 177 |
|
|
2018
Q4 | $599K | Sell |
10,132
-15,912
| -61% | -$941K | 0.19% | 89 |
|
|
2018
Q3 | $1.81M | Buy |
26,044
+523
| +2% | +$36.4K | 0.59% | 34 |
|
|
2018
Q2 | $1.77M | Buy |
25,521
+1,331
| +6% | +$92.5K | 0.58% | 35 |
|
|
2018
Q1 | $1.65M | Buy |
24,190
+351
| +1% | +$23.9K | 0.57% | 38 |
|
|
2017
Q4 | $1.65M | Buy |
23,839
+437
| +2% | +$30.3K | 0.58% | 38 |
|
|
2017
Q3 | $1.47M | Buy |
23,402
+311
| +1% | +$19.5K | 0.62% | 41 |
|
|
2017
Q2 | $1.37M | Buy |
23,091
+1,945
| +9% | +$115K | 0.68% | 34 |
|
|
2017
Q1 | $1.26M | Buy |
21,146
+963
| +5% | +$57.4K | 0.65% | 36 |
|
|
2016
Q4 | $1.12M | Buy |
+20,183
| New | +$1.12M | 0.59% | 40 |
|