Wills Financial Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-39,363
| Closed | -$2.18M | – | 77 |
|
|
2015
Q2 | $2.18M | Sell |
39,363
-1,040
| -3% | -$57.6K | 1.86% | 16 |
|
|
2015
Q1 | $2.29M | Sell |
40,403
-1,747
| -4% | -$98.9K | 1.88% | 16 |
|
|
2014
Q4 | $2.6M | Sell |
42,150
-250
| -0.6% | -$15.4K | 2.11% | 16 |
|
|
2014
Q3 | $2.65M | Buy |
42,400
+975
| +2% | +$61K | 2.25% | 14 |
|
|
2014
Q2 | $2.75M | Buy |
41,425
+5,983
| +17% | +$397K | 2.28% | 13 |
|
|
2014
Q1 | $2.37M | Buy |
35,442
+13,429
| +61% | +$897K | 2.25% | 13 |
|
|
2013
Q4 | $1.54M | Buy |
+22,013
| New | +$1.54M | 1.59% | 21 |
|