Jacobus 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
Q3 | $223K | Hold |
3,541
| – | – | 0.06% | 155 |
|
|
2017
Q2 | $211K | Hold |
3,541
| – | – | 0.06% | 158 |
|
|
2017
Q1 | $212K | Hold |
3,541
| – | – | 0.06% | 150 |
|
|
2016
Q4 | $197K | Sell |
3,541
-800
| -18% | -$44.5K | 0.06% | 155 |
|
|
2016
Q3 | $237K | Hold |
4,341
| – | – | 0.07% | 160 |
|
|
2016
Q2 | $226K | Sell |
4,341
-165
| -4% | -$8.59K | 0.07% | 157 |
|
|
2016
Q1 | $245K | Buy |
4,506
+165
| +4% | +$8.97K | 0.07% | 182 |
|
|
2015
Q4 | $208K | Sell |
4,341
-467
| -10% | -$22.4K | 0.06% | 201 |
|
|
2015
Q3 | $212K | Hold |
4,808
| – | – | 0.06% | 197 |
|
|
2015
Q2 | $267K | Buy |
4,808
+162
| +3% | +$9K | 0.07% | 191 |
|
|
2015
Q1 | $263K | Sell |
4,646
-201
| -4% | -$11.4K | 0.07% | 187 |
|
|
2014
Q4 | $299K | Hold |
4,847
| – | – | 0.08% | 169 |
|
|
2014
Q3 | $303K | Sell |
4,847
-733
| -13% | -$45.8K | 0.08% | 172 |
|
|
2014
Q2 | $370K | Sell |
5,580
-267
| -5% | -$17.7K | 0.09% | 166 |
|
|
2014
Q1 | $391K | Buy |
5,847
+357
| +7% | +$23.9K | 0.1% | 158 |
|
|
2013
Q4 | $385K | Buy |
5,490
+71
| +1% | +$4.98K | 0.11% | 147 |
|
|
2013
Q3 | $351K | Sell |
5,419
-8
| -0.1% | -$518 | 0.12% | 131 |
|
|
2013
Q2 | $296K | Buy |
+5,427
| New | +$296K | 0.11% | 136 |
|