Highwater Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $246K | Hold |
3,681
| – | – | 1.09% | 23 |
|
|
2019
Q2 | $246K | Hold |
3,681
| – | – | 1.11% | 26 |
|
|
2019
Q1 | $252K | Hold |
3,681
| – | – | 1.05% | 24 |
|
|
2018
Q4 | $220K | Buy |
+3,681
| New | +$220K | 1.03% | 26 |
|
|
2018
Q1 | – | Sell |
-4,876
| Closed | -$340K | – | 19 |
|
|
2017
Q4 | $340K | Hold |
4,876
| – | – | 0.73% | 28 |
|
|
2017
Q3 | $306K | Sell |
4,876
-387
| -7% | -$24.3K | 0.73% | 28 |
|
|
2017
Q2 | $314K | Buy |
5,263
+525
| +11% | +$31.3K | 0.76% | 28 |
|
|
2017
Q1 | $284K | Hold |
4,738
| – | – | 0.85% | 31 |
|
|
2016
Q4 | $264K | Buy |
4,738
+207
| +5% | +$11.5K | 1.36% | 27 |
|
|
2016
Q3 | $247K | Buy |
+4,531
| New | +$247K | 1.38% | 28 |
|