Vontobel Swiss Wealth 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
Q2 | $530K | Buy |
5,510
+660
| +14% | +$63.5K | 0.27% | 46 |
|
|
2021
Q1 | $438K | Sell |
4,850
-5
| -0.1% | -$452 | 0.24% | 47 |
|
|
2020
Q4 | $390K | Buy |
4,855
+320
| +7% | +$25.7K | 0.22% | 50 |
|
|
2020
Q3 | $297K | Sell |
4,535
-60
| -1% | -$3.93K | 0.21% | 53 |
|
|
2020
Q2 | $285K | Buy |
4,595
+30
| +0.7% | +$1.86K | 0.19% | 65 |
|
|
2020
Q1 | $218K | Hold |
4,565
| – | – | 0.17% | 83 |
|
|
2019
Q4 | $348K | Sell |
4,565
-236
| -5% | -$18K | 0.23% | 75 |
|
|
2019
Q3 | $321K | Sell |
4,801
-2,200
| -31% | -$147K | 0.21% | 81 |
|
|
2019
Q2 | $467K | Buy |
+7,001
| New | +$467K | 0.25% | 79 |
|
|
2017
Q1 | – | Sell |
-8,865
| Closed | -$494K | – | 71 |
|
|
2016
Q4 | $494K | Buy |
8,865
+665
| +8% | +$37.1K | 0.3% | 46 |
|
|
2016
Q3 | $447K | Buy |
+8,200
| New | +$447K | 0.24% | 48 |
|