SVA Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.5M | Sell |
31,118
-1,540
| -5% | -$124K | 0.22% | 83 |
|
|
2020
Q3 | $2.14M | Buy |
32,658
+239
| +0.7% | +$15.7K | 0.21% | 89 |
|
|
2020
Q2 | $2.01M | Buy |
32,419
+1,159
| +4% | +$71.9K | 0.21% | 86 |
|
|
2020
Q1 | $1.49M | Buy |
31,260
+24,906
| +392% | +$1.19M | 0.17% | 101 |
|
|
2019
Q4 | $485K | Sell |
6,354
-1,500
| -19% | -$114K | 0.04% | 153 |
|
|
2019
Q3 | $525K | Sell |
7,854
-1,756
| -18% | -$117K | 0.05% | 148 |
|
|
2019
Q2 | $641K | Sell |
9,610
-26,870
| -74% | -$1.79M | 0.06% | 137 |
|
|
2019
Q1 | $2.5M | Sell |
36,480
-1,435
| -4% | -$98.3K | 0.24% | 86 |
|
|
2018
Q4 | $2.27M | Sell |
37,915
-62
| -0.2% | -$3.7K | 0.25% | 87 |
|
|
2018
Q3 | $2.91M | Sell |
37,977
-2,824
| -7% | -$216K | 0.3% | 72 |
|
|
2018
Q2 | $2.82M | Sell |
40,801
-3,625
| -8% | -$251K | 0.3% | 70 |
|
|
2018
Q1 | $2.79M | Buy |
44,426
+546
| +1% | +$34.3K | 0.35% | 75 |
|
|
2017
Q4 | $3.06M | Sell |
43,880
-546
| -1% | -$38.1K | 0.36% | 74 |
|
|
2017
Q3 | $2.79M | Sell |
44,426
-780
| -2% | -$49K | 0.35% | 75 |
|
|
2017
Q2 | $2.7M | Sell |
45,206
-28
| -0.1% | -$1.67K | 0.35% | 75 |
|
|
2017
Q1 | $2.71M | Sell |
45,234
-46,568
| -51% | -$2.79M | 0.37% | 74 |
|
|
2016
Q4 | $5.12M | Buy |
91,802
+309
| +0.3% | +$17.2K | 0.76% | 39 |
|
|
2016
Q3 | $4.99M | Sell |
91,493
-1,948
| -2% | -$106K | 0.78% | 42 |
|
|
2016
Q2 | $4.87M | Sell |
93,441
-37,875
| -29% | -$1.98M | 0.79% | 38 |
|
|
2016
Q1 | $7.14M | Buy |
131,316
+1,585
| +1% | +$86.2K | 1.18% | 21 |
|
|
2015
Q4 | $6.21M | Sell |
129,731
-6,389
| -5% | -$306K | 1.07% | 26 |
|
|
2015
Q3 | $6.01M | Buy |
136,120
+10,154
| +8% | +$448K | 1.12% | 22 |
|
|
2015
Q2 | $6.98M | Buy |
125,966
+41,093
| +48% | +$2.28M | 1.28% | 17 |
|
|
2015
Q1 | $4.81M | Buy |
84,873
+69,392
| +448% | +$3.93M | 0.88% | 39 |
|
|
2014
Q4 | $956K | Buy |
15,481
+3,960
| +34% | +$245K | 0.35% | 74 |
|
|
2014
Q3 | $721K | Buy |
11,521
+803
| +7% | +$50.3K | 0.31% | 77 |
|
|
2014
Q2 | $711K | Buy |
10,718
+342
| +3% | +$22.7K | 0.3% | 75 |
|
|
2014
Q1 | $693K | Buy |
10,376
+2,984
| +40% | +$199K | 0.33% | 70 |
|
|
2013
Q4 | $519K | Buy |
+7,392
| New | +$519K | 0.31% | 79 |
|