Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $330K | Buy |
5,510
+322
| +6% | +$19.3K | 0.11% | 174 |
|
|
2016
Q4 | $289K | Sell |
5,188
-20
| -0.4% | -$1.11K | 0.11% | 178 |
|
|
2016
Q3 | $284K | Sell |
5,208
-100
| -2% | -$5.45K | 0.1% | 168 |
|
|
2016
Q2 | $277K | Buy |
5,308
+940
| +22% | +$49.1K | 0.11% | 171 |
|
|
2016
Q1 | $238K | Buy |
4,368
+514
| +13% | +$28K | 0.1% | 168 |
|
|
2015
Q4 | $184K | Buy |
3,854
+366
| +10% | +$17.5K | 0.08% | 199 |
|
|
2015
Q3 | $154K | Buy |
3,488
+122
| +4% | +$5.39K | 0.07% | 219 |
|
|
2015
Q2 | $187K | Sell |
3,366
-65
| -2% | -$3.61K | 0.07% | 200 |
|
|
2015
Q1 | $194K | Buy |
+3,431
| New | +$194K | 0.08% | 186 |
|