Wealthcare Capital Management’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 | – | Sell |
-806
| Closed | -$73K | – | 252 |
|
|
2021
Q1 | $73K | Buy |
+806
| New | +$73K | 0.01% | 117 |
|
|
2020
Q2 | – | Sell |
-398
| Closed | -$19K | – | 108 |
|
|
2020
Q1 | $19K | Buy |
398
+54
| +16% | +$2.58K | ﹤0.01% | 135 |
|
|
2019
Q4 | $26K | Buy |
344
+54
| +19% | +$4.08K | ﹤0.01% | 141 |
|
|
2019
Q3 | $19K | Hold |
290
| – | – | ﹤0.01% | 138 |
|
|
2019
Q2 | $19K | Hold |
290
| – | – | ﹤0.01% | 131 |
|
|
2019
Q1 | $20K | Hold |
290
| – | – | ﹤0.01% | 137 |
|
|
2018
Q4 | $17K | Hold |
290
| – | – | ﹤0.01% | 138 |
|
|
2018
Q3 | $22K | Hold |
290
| – | – | ﹤0.01% | 132 |
|
|
2018
Q2 | $20K | Buy |
290
+150
| +107% | +$10.3K | ﹤0.01% | 125 |
|
|
2018
Q1 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 144 |
|
|
2015
Q2 | – | Sell |
-4,490
| Closed | -$254K | – | 532 |
|
|
2015
Q1 | $254K | Buy |
4,490
+4,390
| +4,390% | +$248K | 0.03% | 87 |
|
|
2014
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 148 |
|
|
2014
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 199 |
|
|
2014
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 139 |
|
|
2014
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 135 |
|
|
2013
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 88 |
|
|
2013
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 90 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 92 |
|