Reilly Financial Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $59K | Sell |
637
-337
| -35% | -$31.2K | ﹤0.01% | 374 |
|
|
2021
Q3 | $92K | Buy |
974
+524
| +116% | +$49.5K | 0.01% | 280 |
|
|
2021
Q2 | $43K | Hold |
450
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $41K | Hold |
450
| – | – | ﹤0.01% | 395 |
|
|
2020
Q4 | $36K | Hold |
450
| – | – | ﹤0.01% | 386 |
|
|
2020
Q3 | $30K | Hold |
450
| – | – | ﹤0.01% | 380 |
|
|
2020
Q2 | $28K | Hold |
450
| – | – | ﹤0.01% | 393 |
|
|
2020
Q1 | $21K | Hold |
450
| – | – | ﹤0.01% | 416 |
|
|
2019
Q4 | $34K | Hold |
450
| – | – | ﹤0.01% | 400 |
|
|
2019
Q3 | $30K | Sell |
450
-1,976
| -81% | -$132K | ﹤0.01% | 428 |
|
|
2019
Q2 | $162K | Sell |
2,426
-73
| -3% | -$4.88K | 0.02% | 199 |
|
|
2019
Q1 | $171K | Buy |
2,499
+198
| +9% | +$13.5K | 0.02% | 185 |
|
|
2018
Q4 | $137K | Buy |
2,301
+482
| +26% | +$28.7K | 0.02% | 200 |
|
|
2018
Q3 | $139K | Buy |
1,819
+1,683
| +1,238% | +$129K | 0.02% | 201 |
|
|
2018
Q2 | $9K | Sell |
136
-450
| -77% | -$29.8K | ﹤0.01% | 687 |
|
|
2018
Q1 | $40K | Sell |
586
-1,002
| -63% | -$68.4K | 0.01% | 328 |
|
|
2017
Q4 | $111K | Hold |
1,588
| – | – | 0.02% | 214 |
|
|
2017
Q3 | $100K | Hold |
1,588
| – | – | 0.02% | 215 |
|
|
2017
Q2 | $95K | Buy |
1,588
+300
| +23% | +$17.9K | 0.01% | 219 |
|
|
2017
Q1 | $77K | Hold |
1,288
| – | – | 0.01% | 234 |
|
|
2016
Q4 | $72K | Buy |
1,288
+600
| +87% | +$33.5K | 0.01% | 233 |
|
|
2016
Q3 | $38K | Hold |
688
| – | – | 0.01% | 303 |
|
|
2016
Q2 | $36K | Buy |
+688
| New | +$36K | 0.01% | 294 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 958 |
|
|
2015
Q4 | – | Sell |
-883
| Closed | -$39K | – | 983 |
|
|
2015
Q3 | $39K | Hold |
883
| – | – | 0.01% | 430 |
|
|
2015
Q2 | $49K | Sell |
883
-388
| -31% | -$21.5K | 0.01% | 439 |
|
|
2015
Q1 | $72K | Sell |
1,271
-70
| -5% | -$3.97K | 0.01% | 334 |
|
|
2014
Q4 | $83K | Buy |
1,341
+183
| +16% | +$11.3K | 0.02% | 205 |
|
|
2014
Q3 | $72K | Hold |
1,158
| – | – | 0.02% | 213 |
|
|
2014
Q2 | $77K | Hold |
1,158
| – | – | 0.02% | 211 |
|
|
2014
Q1 | $77K | Buy |
1,158
+195
| +20% | +$13K | 0.02% | 215 |
|
|
2013
Q4 | $68K | Buy |
963
+170
| +21% | +$12K | 0.02% | 210 |
|
|
2013
Q3 | $51K | Sell |
793
-200
| -20% | -$12.9K | 0.01% | 215 |
|
|
2013
Q2 | $55K | Buy |
+993
| New | +$55K | 0.02% | 206 |
|