WP
WMS Partners’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,165
| Closed | -$208K | – | 239 |
|
|
2020
Q3 | $208K | Buy |
+3,165
| New | +$208K | 0.04% | 215 |
|
|
2020
Q2 | – | Sell |
-4,206
| Closed | -$200K | – | 211 |
|
|
2020
Q1 | $200K | Hold |
4,206
| – | – | 0.06% | 176 |
|
|
2019
Q4 | $321K | Sell |
4,206
-423
| -9% | -$32.3K | 0.07% | 168 |
|
|
2019
Q3 | $309K | Sell |
4,629
-927
| -17% | -$61.9K | 0.07% | 167 |
|
|
2019
Q2 | $371K | Buy |
5,556
+2,579
| +87% | +$172K | 0.09% | 137 |
|
|
2019
Q1 | $204K | Buy |
+2,977
| New | +$204K | 0.05% | 190 |
|
|
2013
Q4 | – | Sell |
-5,060
| Closed | -$328K | – | 229 |
|
|
2013
Q3 | $328K | Sell |
5,060
-280
| -5% | -$18.2K | 0.06% | 142 |
|
|
2013
Q2 | $291K | Buy |
+5,340
| New | +$291K | 0.05% | 168 |
|