WESPAC Advisors SoCal’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-227
| Closed | -$15K | – | 150 |
|
|
2019
Q1 | $15K | Hold |
227
| – | – | 0.01% | 196 |
|
|
2018
Q4 | $13K | Buy |
+227
| New | +$13K | 0.01% | 218 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$6K | – | 277 |
|
|
2017
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 205 |
|
|
2017
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 217 |
|
|
2017
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 209 |
|
|
2017
Q1 | $5.99K | Buy |
+100
| New | +$5.99K | ﹤0.01% | 204 |
|