BWM
Baystate Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $137K | Buy |
1,410
+3
| +0.2% | +$292 | 0.01% | 245 |
|
|
2023
Q3 | $136K | Sell |
1,407
-20
| -1% | -$1.93K | 0.01% | 225 |
|
|
2023
Q2 | $129K | Buy |
1,427
+21
| +1% | +$1.9K | 0.01% | 224 |
|
|
2023
Q1 | $123K | Buy |
1,406
+1
| +0.1% | +$87 | 0.01% | 226 |
|
|
2022
Q4 | $135K | Hold |
1,405
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $103K | Buy |
1,405
+1
| +0.1% | +$73 | 0.01% | 229 |
|
|
2022
Q2 | $112K | Buy |
1,404
+1
| +0.1% | +$80 | 0.01% | 224 |
|
|
2022
Q1 | $138K | Buy |
1,403
+36
| +3% | +$3.54K | 0.01% | 207 |
|
|
2021
Q4 | $127K | Buy |
1,367
+64
| +5% | +$5.95K | 0.01% | 219 |
|
|
2021
Q3 | $123K | Hold |
1,303
| – | – | 0.01% | 193 |
|
|
2021
Q2 | $125K | Hold |
1,303
| – | – | 0.01% | 186 |
|
|
2021
Q1 | $118K | Hold |
1,303
| – | – | 0.01% | 177 |
|
|
2020
Q4 | $105K | Sell |
1,303
-101
| -7% | -$8.14K | 0.01% | 169 |
|
|
2020
Q3 | $92K | Buy |
1,404
+101
| +8% | +$6.62K | 0.01% | 167 |
|
|
2020
Q2 | $81K | Hold |
1,303
| – | – | 0.01% | 173 |
|
|
2020
Q1 | $62K | Hold |
1,303
| – | – | 0.01% | 178 |
|
|
2019
Q4 | $99K | Hold |
1,303
| – | – | 0.01% | 165 |
|
|
2019
Q3 | $87K | Buy |
1,303
+1
| +0.1% | +$67 | 0.01% | 157 |
|
|
2019
Q2 | $87K | Hold |
1,302
| – | – | 0.01% | 165 |
|
|
2019
Q1 | $94K | Sell |
1,302
-80
| -6% | -$5.78K | 0.01% | 154 |
|
|
2018
Q4 | $88K | Hold |
1,382
| – | – | 0.01% | 150 |
|
|
2018
Q3 | $101K | Buy |
1,382
+87
| +7% | +$6.36K | 0.02% | 134 |
|
|
2018
Q2 | $89K | Sell |
1,295
-107
| -8% | -$7.35K | 0.01% | 135 |
|
|
2018
Q1 | $98K | Sell |
1,402
-120
| -8% | -$8.39K | 0.01% | 126 |
|
|
2017
Q4 | $112K | Sell |
1,522
-1
| -0.1% | -$74 | 0.02% | 120 |
|
|
2017
Q3 | $97K | Buy |
1,523
+1
| +0.1% | +$64 | 0.02% | 124 |
|
|
2017
Q2 | $92K | Buy |
1,522
+11
| +0.7% | +$665 | 0.02% | 119 |
|
|
2017
Q1 | $88K | Buy |
1,511
+1,391
| +1,159% | +$81K | 0.02% | 125 |
|
|
2016
Q4 | $7K | Buy |
+120
| New | +$7K | ﹤0.01% | 334 |
|