Alera Investment Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,229
| Closed | -$292K | – | 164 |
|
|
2023
Q2 | $292K | Sell |
3,229
-1,173
| -27% | -$106K | 0.06% | 146 |
|
|
2023
Q1 | $384K | Buy |
4,402
+94
| +2% | +$8.19K | 0.09% | 133 |
|
|
2022
Q4 | $414K | Sell |
4,308
-235
| -5% | -$22.6K | 0.1% | 121 |
|
|
2022
Q3 | $332K | Buy |
4,543
+110
| +2% | +$8.04K | 0.09% | 133 |
|
|
2022
Q2 | $353K | Sell |
4,433
-145
| -3% | -$11.5K | 0.1% | 134 |
|
|
2022
Q1 | $449K | Buy |
+4,578
| New | +$449K | 0.1% | 125 |
|
|
2019
Q2 | – | Sell |
-141
| Closed | -$10K | – | 354 |
|
|
2019
Q1 | $10K | Sell |
141
-992
| -88% | -$70.4K | ﹤0.01% | 464 |
|
|
2018
Q4 | $68K | Buy |
+1,133
| New | +$68K | 0.04% | 146 |
|