Kays Financial Advisory’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 |
-20,858
| Closed | -$1.25M | – | 112 |
|
|
2018
Q4 | $1.25M | Buy |
20,858
+1,355
| +7% | +$80.9K | 0.28% | 62 |
|
|
2018
Q3 | $1.49M | Sell |
19,503
-566
| -3% | -$43.4K | 0.32% | 46 |
|
|
2018
Q2 | $1.39M | Buy |
20,069
+652
| +3% | +$45.1K | 0.3% | 48 |
|
|
2018
Q1 | $1.33M | Sell |
19,417
-178
| -0.9% | -$12.2K | 0.3% | 46 |
|
|
2017
Q4 | $1.37M | Buy |
19,595
+475
| +2% | +$33.1K | 0.4% | 41 |
|
|
2017
Q3 | $1.2M | Buy |
19,120
+849
| +5% | +$53.3K | 0.38% | 42 |
|
|
2017
Q2 | $1.09M | Buy |
18,271
+721
| +4% | +$43K | 0.37% | 42 |
|
|
2017
Q1 | $1.05M | Sell |
17,550
-17,486
| -50% | -$1.05M | 0.37% | 42 |
|
|
2016
Q4 | $1.95M | Buy |
35,036
+2,751
| +9% | +$153K | 0.76% | 25 |
|
|
2016
Q3 | $1.76M | Buy |
32,285
+3,834
| +13% | +$209K | 0.75% | 23 |
|
|
2016
Q2 | $1.48M | Buy |
28,451
+3,789
| +15% | +$198K | 0.67% | 25 |
|
|
2016
Q1 | $1.34M | Buy |
24,662
+874
| +4% | +$47.5K | 0.66% | 18 |
|
|
2015
Q4 | $1.14M | Buy |
23,788
+2,082
| +10% | +$99.6K | 0.59% | 24 |
|
|
2015
Q3 | $959K | Buy |
21,706
+14,820
| +215% | +$655K | 0.55% | 22 |
|
|
2015
Q2 | $382K | Buy |
6,886
+790
| +13% | +$43.8K | 0.22% | 46 |
|
|
2015
Q1 | $345K | Buy |
+6,096
| New | +$345K | 0.2% | 45 |
|