Berman Capital Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $381K | Buy |
4,057
+221
| +6% | +$20.8K | 0.06% | 164 |
|
|
2021
Q2 | $368K | Buy |
3,836
+426
| +12% | +$40.9K | 0.06% | 151 |
|
|
2021
Q1 | $306K | Buy |
3,410
+397
| +13% | +$35.6K | 0.06% | 144 |
|
|
2020
Q4 | $241K | Buy |
3,013
+176
| +6% | +$14.1K | 0.06% | 141 |
|
|
2020
Q3 | $185K | Buy |
2,837
+1,842
| +185% | +$120K | 0.05% | 152 |
|
|
2020
Q2 | $61K | Buy |
995
+7
| +0.7% | +$429 | 0.02% | 291 |
|
|
2020
Q1 | $46K | Buy |
988
+241
| +32% | +$11.2K | 0.01% | 305 |
|
|
2019
Q4 | $56K | Hold |
747
| – | – | 0.02% | 304 |
|
|
2019
Q3 | $49K | Sell |
747
-463
| -38% | -$30.4K | 0.02% | 303 |
|
|
2019
Q2 | $80K | Buy |
1,210
+203
| +20% | +$13.4K | 0.03% | 234 |
|
|
2019
Q1 | $68K | Buy |
1,007
+73
| +8% | +$4.93K | 0.02% | 238 |
|
|
2018
Q4 | $55K | Buy |
+934
| New | +$55K | 0.02% | 243 |
|