Partnervest Advisory Services’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $206K | Buy |
+3,136
| New | +$206K | 0.07% | 222 |
|
2020
Q2 | – | Sell |
-4,483
| Closed | -$214K | – | 225 |
|
2020
Q1 | $214K | Buy |
4,483
+451
| +11% | +$21.5K | 0.1% | 175 |
|
2019
Q4 | $308K | Buy |
4,032
+335
| +9% | +$25.6K | 0.11% | 143 |
|
2019
Q3 | $247K | Buy |
+3,697
| New | +$247K | 0.09% | 191 |
|
2014
Q3 | – | Sell |
-1,850
| Closed | -$123K | – | 333 |
|
2014
Q2 | $123K | Sell |
1,850
-344
| -16% | -$22.9K | 0.06% | 215 |
|
2014
Q1 | $146K | Sell |
2,194
-91
| -4% | -$6.06K | 0.07% | 173 |
|
2013
Q4 | $160K | Sell |
2,285
-989
| -30% | -$69.3K | 0.07% | 170 |
|
2013
Q3 | $212K | Buy |
3,274
+623
| +24% | +$40.3K | 0.11% | 112 |
|
2013
Q2 | $145K | Buy |
+2,651
| New | +$145K | 0.07% | 124 |
|