Alaethes Wealth’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 |
-16,322
| Closed | -$1.58M | – | 114 |
|
|
2023
Q3 | $1.58M | Buy |
16,322
+60
| +0.4% | +$5.79K | 0.86% | 36 |
|
|
2023
Q2 | $1.47M | Buy |
16,262
+437
| +3% | +$39.5K | 0.81% | 43 |
|
|
2023
Q1 | $1.38M | Buy |
15,825
+1,210
| +8% | +$105K | 0.81% | 47 |
|
|
2022
Q4 | $1.4M | Buy |
14,615
+194
| +1% | +$18.6K | 0.96% | 35 |
|
|
2022
Q3 | $1.06M | Buy |
14,421
+566
| +4% | +$41.4K | 0.78% | 50 |
|
|
2022
Q2 | $1.1M | Buy |
13,855
+204
| +1% | +$16.2K | 0.82% | 47 |
|
|
2022
Q1 | $1.34M | Buy |
13,651
+271
| +2% | +$26.6K | 0.85% | 37 |
|
|
2021
Q4 | $1.24M | Buy |
13,380
+1,104
| +9% | +$103K | 0.78% | 49 |
|
|
2021
Q3 | $1.16M | Buy |
12,276
+418
| +4% | +$39.4K | 0.84% | 42 |
|
|
2021
Q2 | $1.14M | Buy |
11,858
+661
| +6% | +$63.6K | 0.88% | 37 |
|
|
2021
Q1 | $1.01M | Buy |
+11,197
| New | +$1.01M | 0.94% | 37 |
|