Blueprint Investment Partners’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,091
| Closed | -$383K | – | 131 |
|
2024
Q4 | $383K | Buy |
+3,091
| New | +$383K | 0.06% | 143 |
|
2024
Q3 | – | Sell |
-1,949
| Closed | -$215K | – | 168 |
|
2024
Q2 | $215K | Buy |
1,949
+152
| +8% | +$16.7K | 0.05% | 122 |
|
2024
Q1 | $204K | Buy |
+1,797
| New | +$204K | 0.04% | 134 |
|
2023
Q1 | – | Sell |
-3,082
| Closed | -$296K | – | 249 |
|
2022
Q4 | $296K | Buy |
+3,082
| New | +$296K | 0.06% | 161 |
|
2022
Q2 | – | Sell |
-1,995
| Closed | -$196K | – | 170 |
|
2022
Q1 | $196K | Buy |
1,995
+689
| +53% | +$67.7K | 0.05% | 170 |
|
2021
Q4 | $121K | Buy |
+1,306
| New | +$121K | 0.03% | 227 |
|