AAFMAA Wealth Management & Trust’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,633
| Closed | -$351K | – | 58 |
|
|
2023
Q3 | $351K | Sell |
3,633
-370
| -9% | -$35.7K | 0.33% | 42 |
|
|
2023
Q2 | $362K | Sell |
4,003
-28
| -0.7% | -$2.53K | 0.3% | 41 |
|
|
2023
Q1 | $351K | Buy |
4,031
+110
| +3% | +$9.59K | 0.28% | 44 |
|
|
2022
Q4 | $377K | Sell |
3,921
-457
| -10% | -$43.9K | 0.34% | 44 |
|
|
2022
Q3 | $321K | Buy |
+4,378
| New | +$321K | 0.24% | 59 |
|
|
2022
Q2 | – | Sell |
-10,353
| Closed | -$1.02M | – | 57 |
|
|
2022
Q1 | $1.02M | Buy |
10,353
+91
| +0.9% | +$8.92K | 0.47% | 46 |
|
|
2021
Q4 | $954K | Buy |
10,262
+223
| +2% | +$20.7K | 0.42% | 46 |
|
|
2021
Q3 | $946K | Sell |
10,039
-29,544
| -75% | -$2.78M | 0.45% | 48 |
|
|
2021
Q2 | $3.81M | Buy |
39,583
+29,931
| +310% | +$2.88M | 1.75% | 26 |
|
|
2021
Q1 | $870K | Sell |
9,652
-15,843
| -62% | -$1.43M | 0.42% | 44 |
|
|
2020
Q4 | $2.05M | Buy |
+25,495
| New | +$2.05M | 0.99% | 38 |
|