Baker Tilly Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,508
| Closed | -$1.2M | – | 556 |
|
|
2022
Q4 | $1.2M | Sell |
12,508
-1,047
| -8% | -$101K | 0.15% | 161 |
|
|
2022
Q3 | $992K | Buy |
13,555
+1,453
| +12% | +$106K | 0.14% | 164 |
|
|
2022
Q2 | $963K | Buy |
12,102
+1,755
| +17% | +$140K | 0.13% | 175 |
|
|
2022
Q1 | $1.02M | Buy |
10,347
+1,623
| +19% | +$159K | 0.11% | 191 |
|
|
2021
Q4 | $811K | Buy |
8,724
+239
| +3% | +$22.2K | 0.09% | 252 |
|
|
2021
Q3 | $799K | Buy |
8,485
+1,241
| +17% | +$117K | 0.11% | 203 |
|
|
2021
Q2 | $697K | Buy |
7,244
+2,502
| +53% | +$241K | 0.11% | 202 |
|
|
2021
Q1 | $428K | Buy |
4,742
+305
| +7% | +$27.5K | 0.09% | 277 |
|
|
2020
Q4 | $357K | Buy |
+4,437
| New | +$357K | 0.11% | 204 |
|