WEC
Winslow Evans & Crocker’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.61M | Buy |
20,039
+2,570
| +15% | +$207K | 0.31% | 75 |
|
|
2020
Q3 | $1.15M | Buy |
17,469
+30
| +0.2% | +$1.97K | 0.28% | 76 |
|
|
2020
Q2 | $1.08M | Buy |
17,439
+3,299
| +23% | +$204K | 0.29% | 76 |
|
|
2020
Q1 | $676K | Sell |
14,140
-94
| -0.7% | -$4.49K | 0.22% | 93 |
|
|
2019
Q4 | $1.09M | Buy |
14,234
+50
| +0.4% | +$3.82K | 0.28% | 85 |
|
|
2019
Q3 | $950K | Buy |
14,184
+50
| +0.4% | +$3.35K | 0.27% | 86 |
|
|
2019
Q2 | $946K | Hold |
14,134
| – | – | 0.26% | 88 |
|
|
2019
Q1 | $970K | Hold |
14,134
| – | – | 0.28% | 85 |
|
|
2018
Q4 | $846K | Hold |
14,134
| – | – | 0.28% | 81 |
|
|
2018
Q3 | $1.09M | Hold |
14,134
| – | – | 0.33% | 74 |
|
|
2018
Q2 | $978K | Hold |
14,134
| – | – | 0.31% | 78 |
|
|
2018
Q1 | $965K | Sell |
14,134
-100
| -0.7% | -$6.83K | 0.31% | 76 |
|
|
2017
Q4 | $992K | Sell |
14,234
-1,650
| -10% | -$115K | 0.32% | 75 |
|
|
2017
Q3 | $998K | Sell |
15,884
-5,604
| -26% | -$352K | 0.33% | 68 |
|
|
2017
Q2 | $1.28M | Buy |
21,488
+7,800
| +57% | +$465K | 0.35% | 67 |
|
|
2017
Q1 | $819K | Sell |
13,688
-912
| -6% | -$54.6K | 0.26% | 83 |
|
|
2016
Q4 | $814K | Sell |
14,600
-4,504
| -24% | -$251K | 0.25% | 89 |
|
|
2016
Q3 | $1.04M | Sell |
19,104
-200
| -1% | -$10.9K | 0.3% | 74 |
|
|
2016
Q2 | $1.01M | Sell |
19,304
-244
| -1% | -$12.7K | 0.3% | 78 |
|
|
2016
Q1 | $1.06M | Sell |
19,548
-500
| -2% | -$27.2K | 0.32% | 75 |
|
|
2015
Q4 | $959K | Buy |
20,048
+4,750
| +31% | +$227K | 0.27% | 84 |
|
|
2015
Q3 | $676K | Buy |
15,298
+2,700
| +21% | +$119K | 0.21% | 108 |
|
|
2015
Q2 | $698K | Sell |
12,598
-2,598
| -17% | -$144K | 0.2% | 119 |
|
|
2015
Q1 | $860K | Buy |
15,196
+1,534
| +11% | +$86.9K | 0.24% | 93 |
|
|
2014
Q4 | $843K | Hold |
13,662
| – | – | 0.24% | 93 |
|
|
2014
Q3 | $855K | Buy |
13,662
+857
| +7% | +$53.6K | 0.25% | 104 |
|
|
2014
Q2 | $850K | Buy |
12,805
+550
| +4% | +$36.5K | 0.28% | 100 |
|
|
2014
Q1 | $819K | Hold |
12,255
| – | – | 0.28% | 86 |
|
|
2013
Q4 | $861K | Buy |
+12,255
| New | +$861K | 0.29% | 87 |
|