MWP
MYCIO Wealth Partners’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,965
| Closed | -$1.29M | – | 126 |
|
|
2019
Q4 | $1.29M | Buy |
16,965
+388
| +2% | +$29.6K | 0.08% | 105 |
|
|
2019
Q3 | $1.11M | Buy |
16,577
+1,768
| +12% | +$118K | 0.08% | 104 |
|
|
2019
Q2 | $988K | Buy |
14,809
+219
| +2% | +$14.6K | 0.08% | 109 |
|
|
2019
Q1 | $999K | Buy |
14,590
+19
| +0.1% | +$1.3K | 0.08% | 105 |
|
|
2018
Q4 | $871K | Buy |
14,571
+2
| +0% | +$120 | 0.08% | 113 |
|
|
2018
Q3 | $1.12M | Buy |
14,569
+2
| +0% | +$153 | 0.11% | 86 |
|
|
2018
Q2 | $1.01M | Buy |
14,567
+302
| +2% | +$20.9K | 0.1% | 96 |
|
|
2018
Q1 | $974K | Sell |
14,265
-900
| -6% | -$61.5K | 0.11% | 78 |
|
|
2017
Q4 | $1.06M | Buy |
15,165
+300
| +2% | +$20.9K | 0.11% | 77 |
|
|
2017
Q3 | $934K | Hold |
14,865
| – | – | 0.11% | 85 |
|
|
2017
Q2 | $886K | Sell |
14,865
-99
| -0.7% | -$5.9K | 0.1% | 85 |
|
|
2017
Q1 | $896K | Buy |
14,964
+2,699
| +22% | +$162K | 0.11% | 88 |
|
|
2016
Q4 | $684K | Sell |
12,265
-500
| -4% | -$27.9K | 0.09% | 99 |
|
|
2016
Q3 | $696K | Buy |
12,765
+700
| +6% | +$38.2K | 0.11% | 81 |
|
|
2016
Q2 | $629K | Buy |
12,065
+700
| +6% | +$36.5K | 0.11% | 85 |
|
|
2016
Q1 | $618K | Buy |
11,365
+3,000
| +36% | +$163K | 0.11% | 83 |
|
|
2015
Q4 | $400K | Hold |
8,365
| – | – | 0.07% | 101 |
|
|
2015
Q3 | $369K | Hold |
8,365
| – | – | 0.08% | 98 |
|
|
2015
Q2 | $464K | Hold |
8,365
| – | – | 0.09% | 87 |
|
|
2015
Q1 | $474K | Buy |
8,365
+125
| +2% | +$7.08K | 0.1% | 82 |
|
|
2014
Q4 | $509K | Hold |
8,240
| – | – | 0.11% | 79 |
|
|
2014
Q3 | $516K | Hold |
8,240
| – | – | 0.12% | 74 |
|
|
2014
Q2 | $547K | Sell |
8,240
-70
| -0.8% | -$4.65K | 0.12% | 74 |
|
|
2014
Q1 | $555K | Sell |
8,310
-172
| -2% | -$11.5K | 0.14% | 72 |
|
|
2013
Q4 | $595K | Buy |
8,482
+142
| +2% | +$9.96K | 0.15% | 68 |
|
|
2013
Q3 | $540K | Sell |
8,340
-600
| -7% | -$38.8K | 0.15% | 63 |
|
|
2013
Q2 | $488K | Buy |
+8,940
| New | +$488K | 0.14% | 70 |
|