B.O.S.S. Retirement Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,922
| Closed | -$1.09M | – | 216 |
|
|
2024
Q3 | $1.09M | Buy |
9,922
+371
| +4% | +$40.6K | 0.22% | 120 |
|
|
2024
Q2 | $1.05M | Sell |
9,551
-5,719
| -37% | -$630K | 0.27% | 100 |
|
|
2024
Q1 | $1.49M | Sell |
15,270
-2,829
| -16% | -$275K | 0.57% | 68 |
|
|
2023
Q4 | $1.76M | Sell |
18,099
-760
| -4% | -$74K | 0.34% | 97 |
|
|
2023
Q3 | $1.82M | Sell |
18,859
-2,197
| -10% | -$212K | 0.39% | 87 |
|
|
2023
Q2 | $1.9M | Sell |
21,056
-28,869
| -58% | -$2.61M | 0.4% | 83 |
|
|
2023
Q1 | $4.35M | Buy |
49,925
+2,297
| +5% | +$200K | 1.02% | 13 |
|
|
2022
Q4 | $4.58M | Buy |
+47,628
| New | +$4.58M | 1.17% | 10 |
|