Aveo Capital 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 |
-2,660
| Closed | -$283K | – | 334 |
|
|
2024
Q1 | $283K | Sell |
2,660
-249
| -9% | -$26.5K | 0.03% | 304 |
|
|
2023
Q4 | $283K | Sell |
2,909
-387
| -12% | -$37.7K | 0.03% | 276 |
|
|
2023
Q3 | $318K | Buy |
3,296
+1
| +0% | +$97 | 0.04% | 257 |
|
|
2023
Q2 | $298K | Buy |
3,295
+109
| +3% | +$9.85K | 0.04% | 272 |
|
|
2023
Q1 | $278K | Buy |
3,186
+204
| +7% | +$17.8K | 0.04% | 274 |
|
|
2022
Q4 | $286K | Buy |
+2,982
| New | +$286K | 0.04% | 265 |
|
|
2022
Q2 | – | Sell |
-2,157
| Closed | -$211K | – | 276 |
|
|
2022
Q1 | $211K | Buy |
+2,157
| New | +$211K | 0.04% | 256 |
|
|
2021
Q4 | – | Sell |
-2,159
| Closed | -$203K | – | 286 |
|
|
2021
Q3 | $203K | Sell |
2,159
-55
| -2% | -$5.17K | 0.04% | 243 |
|
|
2021
Q2 | $213K | Sell |
2,214
-26
| -1% | -$2.5K | 0.05% | 247 |
|
|
2021
Q1 | $202K | Buy |
+2,240
| New | +$202K | 0.05% | 225 |
|