Independent Order of Foresters’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,965
| Closed | -$237K | – | 113 |
|
|
2017
Q1 | $237K | Hold |
3,965
| – | – | 0.2% | 82 |
|
|
2016
Q4 | $221K | Sell |
3,965
-810
| -17% | -$45.1K | 0.19% | 83 |
|
|
2016
Q3 | $260K | Sell |
4,775
-1,900
| -28% | -$103K | 0.21% | 75 |
|
|
2016
Q2 | $348K | Hold |
6,675
| – | – | 0.26% | 65 |
|
|
2016
Q1 | $363K | Hold |
6,675
| – | – | 0.28% | 66 |
|
|
2015
Q4 | $319K | Buy |
6,675
+1,350
| +25% | +$64.5K | 0.25% | 71 |
|
|
2015
Q3 | $235K | Buy |
5,325
+1,300
| +32% | +$57.4K | 0.2% | 81 |
|
|
2015
Q2 | $223K | Hold |
4,025
| – | – | 0.21% | 81 |
|
|
2015
Q1 | $228K | Buy |
4,025
+1,100
| +38% | +$62.3K | 0.21% | 79 |
|
|
2014
Q4 | $181K | Buy |
2,925
+400
| +16% | +$24.8K | 0.19% | 87 |
|
|
2014
Q3 | $158K | Sell |
2,525
-3,575
| -59% | -$224K | 0.16% | 88 |
|
|
2014
Q2 | $405K | Hold |
6,100
| – | – | 0.36% | 67 |
|
|
2014
Q1 | $407K | Sell |
6,100
-900
| -13% | -$60K | 0.38% | 69 |
|
|
2013
Q4 | $491K | Sell |
7,000
-1,300
| -16% | -$91.2K | 0.49% | 55 |
|
|
2013
Q3 | $537K | Buy |
8,300
+800
| +11% | +$51.8K | 0.53% | 54 |
|
|
2013
Q2 | $409K | Buy |
+7,500
| New | +$409K | 0.41% | 63 |
|