LGWM
Litman Gregory Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-113
| Closed | -$7K | – | 204 |
|
|
2020
Q3 | $7K | Buy |
+113
| New | +$7K | ﹤0.01% | 161 |
|
|
2020
Q1 | – | Sell |
-337
| Closed | -$26K | – | 180 |
|
|
2019
Q4 | $26K | Buy |
337
+175
| +108% | +$13.5K | 0.01% | 112 |
|
|
2019
Q3 | $11K | Sell |
162
-183
| -53% | -$12.4K | ﹤0.01% | 137 |
|
|
2019
Q2 | $23K | Buy |
+345
| New | +$23K | 0.01% | 132 |
|
|
2018
Q2 | – | Sell |
-275
| Closed | -$19K | – | 121 |
|
|
2018
Q1 | $19K | Buy |
+275
| New | +$19K | 0.01% | 126 |
|