Acorn Financial Advisory Services’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,262
| Closed | -$220K | – | 219 |
|
|
2023
Q4 | $220K | Sell |
2,262
-254
| -10% | -$24.7K | 0.04% | 230 |
|
|
2023
Q3 | $243K | Hold |
2,516
| – | – | 0.04% | 215 |
|
|
2023
Q2 | $227K | Sell |
2,516
-414
| -14% | -$37.4K | 0.04% | 229 |
|
|
2023
Q1 | $255K | Hold |
2,930
| – | – | 0.05% | 194 |
|
|
2022
Q4 | $281K | Hold |
2,930
| – | – | 0.06% | 176 |
|
|
2022
Q3 | $214K | Sell |
2,930
-8
| -0.3% | -$584 | 0.05% | 200 |
|
|
2022
Q2 | $233K | Buy |
2,938
+1
| +0% | +$79 | 0.06% | 190 |
|
|
2022
Q1 | $288K | Hold |
2,937
| – | – | 0.06% | 188 |
|
|
2021
Q4 | $273K | Buy |
2,937
+78
| +3% | +$7.25K | 0.05% | 187 |
|
|
2021
Q3 | $270K | Hold |
2,859
| – | – | 0.08% | 184 |
|
|
2021
Q2 | $275K | Sell |
2,859
-11
| -0.4% | -$1.06K | 0.08% | 203 |
|
|
2021
Q1 | $259K | Hold |
2,870
| – | – | 0.09% | 177 |
|
|
2020
Q4 | $231K | Buy |
+2,870
| New | +$231K | 0.09% | 198 |
|
|
2020
Q1 | – | Sell |
-2,858
| Closed | -$219K | – | 165 |
|
|
2019
Q4 | $219K | Buy |
+2,858
| New | +$219K | 0.18% | 153 |
|