Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.03M | Buy |
10,721
+18
| +0.2% | +$1.73K | 0.61% | 41 |
|
|
2022
Q3 | $784K | Buy |
10,703
+27
| +0.3% | +$1.98K | 0.59% | 48 |
|
|
2022
Q2 | $849K | Buy |
10,676
+23
| +0.2% | +$1.83K | 0.57% | 49 |
|
|
2022
Q1 | $1.04M | Buy |
10,653
+173
| +2% | +$17K | 0.64% | 45 |
|
|
2021
Q4 | $974K | Buy |
10,480
+23
| +0.2% | +$2.14K | 0.58% | 51 |
|
|
2021
Q3 | $985K | Buy |
10,457
+21
| +0.2% | +$1.98K | 0.63% | 47 |
|
|
2021
Q2 | $1M | Buy |
10,436
+22
| +0.2% | +$2.12K | 0.64% | 46 |
|
|
2021
Q1 | $940K | Buy |
10,414
+24
| +0.2% | +$2.17K | 0.66% | 43 |
|
|
2020
Q4 | $835K | Buy |
10,390
+126
| +1% | +$10.1K | 0.61% | 46 |
|
|
2020
Q3 | $673K | Buy |
10,264
+618
| +6% | +$40.5K | 0.55% | 51 |
|
|
2020
Q2 | $598K | Buy |
9,646
+19
| +0.2% | +$1.18K | 0.55% | 51 |
|
|
2020
Q1 | $459K | Sell |
9,627
-206
| -2% | -$9.82K | 0.51% | 57 |
|
|
2019
Q4 | $750K | Buy |
9,833
+18
| +0.2% | +$1.37K | 0.7% | 41 |
|
|
2019
Q3 | $656K | Sell |
9,815
-814
| -8% | -$54.4K | 0.66% | 44 |
|
|
2019
Q2 | $709K | Sell |
10,629
-1,125
| -10% | -$75K | 0.71% | 42 |
|
|
2019
Q1 | $804K | Buy |
11,754
+447
| +4% | +$30.6K | 0.72% | 42 |
|
|
2018
Q4 | $676K | Sell |
11,307
-174
| -2% | -$10.4K | 0.69% | 42 |
|
|
2018
Q3 | $879K | Buy |
11,481
+870
| +8% | +$66.6K | 0.8% | 37 |
|
|
2018
Q2 | $734K | Buy |
10,611
+1,547
| +17% | +$107K | 0.71% | 41 |
|
|
2018
Q1 | $619K | Sell |
9,064
-496
| -5% | -$33.9K | 0.62% | 51 |
|
|
2017
Q4 | $666K | Buy |
+9,560
| New | +$666K | 0.63% | 49 |
|