AWAM
Appian Way Asset Management’s Emerson Electric EMR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-20,700
| Closed | -$2.01M | – | 36 |
|
2023
Q4 | $2.01M | Sell |
20,700
-53,273
| -72% | -$5.19M | 0.42% | 28 |
|
2023
Q3 | $7.14M | Buy |
+73,973
| New | +$7.14M | 1.71% | 14 |
|
2021
Q1 | – | Sell |
-15,000
| Closed | -$1.21M | – | 54 |
|
2020
Q4 | $1.21M | Buy |
+15,000
| New | +$1.21M | 0.59% | 46 |
|
2020
Q3 | – | Sell |
-124,760
| Closed | -$7.74M | – | 49 |
|
2020
Q2 | $7.74M | Buy |
+124,760
| New | +$7.74M | 3.75% | 7 |
|