LWM
LBA Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-139
| Closed | -$8K | – | 464 |
|
|
2016
Q3 | $8K | Sell |
139
-174
| -56% | -$10K | ﹤0.01% | 336 |
|
|
2016
Q2 | $16K | Hold |
313
| – | – | 0.01% | 267 |
|
|
2016
Q1 | $17K | Sell |
313
-99
| -24% | -$5.38K | 0.01% | 259 |
|
|
2015
Q4 | $20K | Hold |
412
| – | – | 0.01% | 257 |
|
|
2015
Q3 | $18K | Buy |
412
+198
| +93% | +$8.65K | 0.01% | 230 |
|
|
2015
Q2 | $12K | Hold |
214
| – | – | 0.01% | 229 |
|
|
2015
Q1 | $12K | Hold |
214
| – | – | 0.01% | 224 |
|
|
2014
Q4 | $13K | Sell |
214
-153
| -42% | -$9.29K | 0.01% | 217 |
|
|
2014
Q3 | $23K | Buy |
367
+327
| +818% | +$20.5K | 0.02% | 224 |
|
|
2014
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 239 |
|
|
2014
Q1 | $3K | Sell |
40
-129
| -76% | -$9.68K | ﹤0.01% | 230 |
|
|
2013
Q4 | $12K | Buy |
+169
| New | +$12K | 0.01% | 197 |
|