WKWM
EMC
Walter & Keenan Wealth Management’s EMC CORPORATION EMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-29,700
| Closed | -$763K | – | 146 |
|
|
2015
Q4 | $763K | Sell |
29,700
-43,800
| -60% | -$1.13M | 0.44% | 60 |
|
|
2015
Q3 | $1.78M | Sell |
73,500
-400
| -0.5% | -$9.67K | 1.1% | 30 |
|
|
2015
Q2 | $1.95M | Sell |
73,900
-1,300
| -2% | -$34.3K | 1.13% | 29 |
|
|
2015
Q1 | $1.92M | Hold |
75,200
| – | – | 1.09% | 31 |
|
|
2014
Q4 | $2.24M | Buy |
75,200
+5,800
| +8% | +$172K | 1.27% | 25 |
|
|
2014
Q3 | $2.03M | Hold |
69,400
| – | – | 1.19% | 25 |
|
|
2014
Q2 | $1.83M | Hold |
69,400
| – | – | 0.96% | 33 |
|
|
2014
Q1 | $1.9M | Buy |
+69,400
| New | +$1.9M | 1.04% | 32 |
|