Westbourne Investment Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$267K | – | 88 |
|
|
2019
Q4 | $267K | Hold |
3,500
| – | – | 0.18% | 85 |
|
|
2019
Q3 | $234K | Hold |
3,500
| – | – | 0.17% | 87 |
|
|
2019
Q2 | $234K | Sell |
3,500
-100
| -3% | -$6.69K | 0.19% | 83 |
|
|
2019
Q1 | $246K | Hold |
3,600
| – | – | 0.19% | 87 |
|
|
2018
Q4 | $215K | Hold |
3,600
| – | – | 0.19% | 88 |
|
|
2018
Q3 | $276K | Buy |
+3,600
| New | +$276K | 0.2% | 82 |
|