LWA
Lenox Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $101K | Buy |
1,072
+14
| +1% | +$1.32K | 0.01% | 170 |
|
|
2021
Q4 | $98K | Buy |
1,058
+17
| +2% | +$1.58K | 0.01% | 171 |
|
|
2021
Q3 | $98K | Buy |
1,041
+11
| +1% | +$1.04K | 0.01% | 158 |
|
|
2021
Q2 | $99K | Hold |
1,030
| – | – | 0.01% | 158 |
|
|
2021
Q1 | $93K | Sell |
1,030
-4
| -0.4% | -$361 | 0.01% | 134 |
|
|
2020
Q4 | $83K | Sell |
1,034
-181
| -15% | -$14.5K | 0.01% | 138 |
|
|
2020
Q3 | $80K | Sell |
1,215
-585
| -33% | -$38.5K | 0.01% | 126 |
|
|
2020
Q2 | $112K | Hold |
1,800
| – | – | 0.02% | 97 |
|
|
2020
Q1 | $86K | Sell |
1,800
-148
| -8% | -$7.07K | 0.02% | 100 |
|
|
2019
Q4 | $149K | Buy |
1,948
+6
| +0.3% | +$459 | 0.02% | 100 |
|
|
2019
Q3 | $130K | Sell |
1,942
-2,378
| -55% | -$159K | 0.02% | 97 |
|
|
2019
Q2 | $288K | Buy |
4,320
+1,360
| +46% | +$90.7K | 0.05% | 55 |
|
|
2019
Q1 | $203K | Hold |
2,960
| – | – | 0.04% | 66 |
|
|
2018
Q4 | $177K | Sell |
2,960
-157
| -5% | -$9.39K | 0.04% | 68 |
|
|
2018
Q3 | $239K | Hold |
3,117
| – | – | 0.05% | 65 |
|
|
2018
Q2 | $216K | Sell |
3,117
-2,709
| -46% | -$188K | 0.05% | 54 |
|
|
2018
Q1 | $398K | Buy |
5,826
+1,955
| +51% | +$134K | 0.09% | 34 |
|
|
2017
Q4 | $270K | Buy |
3,871
+3,868
| +128,933% | +$270K | 0.08% | 29 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 252 |
|
|
2016
Q4 | – | Sell |
-74
| Closed | -$4K | – | 135 |
|
|
2016
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 192 |
|
|
2016
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 196 |
|
|
2016
Q1 | $4K | Hold |
74
| – | – | ﹤0.01% | 207 |
|
|
2015
Q4 | $4K | Hold |
74
| – | – | ﹤0.01% | 250 |
|
|
2015
Q3 | $3K | Hold |
74
| – | – | ﹤0.01% | 304 |
|
|
2015
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 231 |
|
|
2015
Q1 | $4K | Sell |
74
-660
| -90% | -$35.7K | ﹤0.01% | 257 |
|
|
2014
Q4 | $45K | Hold |
734
| – | – | 0.02% | 89 |
|
|
2014
Q3 | $46K | Hold |
734
| – | – | 0.02% | 82 |
|
|
2014
Q2 | $50K | Hold |
734
| – | – | 0.02% | 59 |
|
|
2014
Q1 | $49K | Sell |
734
-190
| -21% | -$12.7K | 0.03% | 56 |
|
|
2013
Q4 | $65K | Buy |
+924
| New | +$65K | 0.05% | 58 |
|