Appleton Partners’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,876
| Closed | -$213K | – | 265 |
|
|
2024
Q1 | $213K | Sell |
1,876
-1,119
| -37% | -$127K | 0.02% | 263 |
|
|
2023
Q4 | $292K | Sell |
2,995
-135
| -4% | -$13.2K | 0.02% | 247 |
|
|
2023
Q3 | $302K | Sell |
3,130
-875
| -22% | -$84.4K | 0.03% | 240 |
|
|
2023
Q2 | $362K | Sell |
4,005
-677
| -14% | -$61.2K | 0.03% | 229 |
|
|
2023
Q1 | $408K | Buy |
+4,682
| New | +$408K | 0.04% | 228 |
|