Alta Wealth 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
Q4 | – | Sell |
-4,070
| Closed | -$393K | – | 128 |
|
|
2023
Q3 | $393K | Sell |
4,070
-1,372
| -25% | -$132K | 0.24% | 98 |
|
|
2023
Q2 | $492K | Sell |
5,442
-115
| -2% | -$10.4K | 0.29% | 93 |
|
|
2023
Q1 | $484K | Sell |
5,557
-1,192
| -18% | -$104K | 0.31% | 93 |
|
|
2022
Q4 | $648K | Buy |
6,749
+435
| +7% | +$41.8K | 0.44% | 75 |
|
|
2022
Q3 | $462K | Buy |
6,314
+150
| +2% | +$11K | 0.33% | 94 |
|
|
2022
Q2 | $492K | Sell |
6,164
-90
| -1% | -$7.18K | 0.34% | 89 |
|
|
2022
Q1 | $613K | Hold |
6,254
| – | – | 0.36% | 83 |
|
|
2021
Q4 | $581K | Buy |
6,254
+180
| +3% | +$16.7K | 0.36% | 88 |
|
|
2021
Q3 | $572K | Sell |
6,074
-669
| -10% | -$63K | 0.42% | 86 |
|
|
2021
Q2 | $649K | Buy |
6,743
+530
| +9% | +$51K | 0.48% | 79 |
|
|
2021
Q1 | $561K | Buy |
6,213
+2,252
| +57% | +$203K | 0.47% | 82 |
|
|
2020
Q4 | $318K | Buy |
+3,961
| New | +$318K | 0.27% | 111 |
|