9258 Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $325K | Sell |
2,969
-15
| -0.5% | -$1.64K | 0.05% | 264 |
|
|
2024
Q2 | $329K | Hold |
2,984
| – | – | 0.05% | 250 |
|
|
2024
Q1 | $338K | Hold |
2,984
| – | – | 0.05% | 250 |
|
|
2023
Q4 | $290K | Sell |
2,984
-263
| -8% | -$25.6K | 0.05% | 259 |
|
|
2023
Q3 | $314K | Hold |
3,247
| – | – | 0.06% | 237 |
|
|
2023
Q2 | $293K | Buy |
3,247
+17
| +0.5% | +$1.54K | 0.06% | 255 |
|
|
2023
Q1 | $281K | Hold |
3,230
| – | – | 0.06% | 257 |
|
|
2022
Q4 | $310K | Sell |
3,230
-51
| -2% | -$4.9K | 0.07% | 245 |
|
|
2022
Q3 | $240K | Sell |
3,281
-187
| -5% | -$13.7K | 0.06% | 278 |
|
|
2022
Q2 | $276K | Sell |
3,468
-229
| -6% | -$18.2K | 0.07% | 265 |
|
|
2022
Q1 | $362K | Sell |
3,697
-1,536
| -29% | -$150K | 0.08% | 241 |
|
|
2021
Q4 | $487K | Buy |
5,233
+151
| +3% | +$14.1K | 0.11% | 199 |
|
|
2021
Q3 | $479K | Buy |
5,082
+152
| +3% | +$14.3K | 0.13% | 179 |
|
|
2021
Q2 | $474K | Buy |
4,930
+157
| +3% | +$15.1K | 0.13% | 179 |
|
|
2021
Q1 | $431K | Buy |
4,773
+423
| +10% | +$38.2K | 0.13% | 174 |
|
|
2020
Q4 | $350K | Hold |
4,350
| – | – | 0.11% | 198 |
|
|
2020
Q3 | $282K | Buy |
4,350
+209
| +5% | +$13.5K | 0.11% | 209 |
|
|
2020
Q2 | $257K | Buy |
4,141
+48
| +1% | +$2.98K | 0.1% | 225 |
|
|
2020
Q1 | $229K | Buy |
4,093
+187
| +5% | +$10.5K | 0.1% | 228 |
|
|
2019
Q4 | $298K | Buy |
+3,906
| New | +$298K | 0.11% | 211 |
|