VWM
Vector Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $221K | Hold |
3,965
| – | – | 0.16% | 73 |
|
|
2016
Q3 | $216K | Hold |
3,965
| – | – | 0.15% | 75 |
|
|
2016
Q2 | $207K | Hold |
3,965
| – | – | 0.14% | 78 |
|
|
2016
Q1 | $216K | Sell |
3,965
-225
| -5% | -$12.3K | 0.16% | 73 |
|
|
2015
Q4 | $200K | Hold |
4,190
| – | – | 0.16% | 76 |
|
|
2015
Q3 | $210K | Sell |
4,190
-1,021
| -20% | -$51.2K | 0.17% | 73 |
|
|
2015
Q2 | $289K | Hold |
5,211
| – | – | 0.23% | 54 |
|
|
2015
Q1 | $295K | Buy |
5,211
+1
| +0% | +$57 | 0.24% | 51 |
|
|
2014
Q4 | $322K | Buy |
5,210
+883
| +20% | +$54.6K | 0.24% | 45 |
|
|
2014
Q3 | $271K | Buy |
4,327
+595
| +16% | +$37.3K | 0.2% | 47 |
|
|
2014
Q2 | $248K | Buy |
3,732
+85
| +2% | +$5.65K | 0.18% | 48 |
|
|
2014
Q1 | $244K | Hold |
3,647
| – | – | 0.18% | 42 |
|
|
2013
Q4 | $256K | Buy |
3,647
+21
| +0.6% | +$1.47K | 0.18% | 45 |
|
|
2013
Q3 | $235K | Buy |
+3,626
| New | +$235K | 0.17% | 53 |
|