BSW Wealth Partners’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 | – | Sell |
-4,779
| Closed | -$460K | – | 257 |
|
|
2021
Q2 | $460K | Sell |
4,779
-313
| -6% | -$30.1K | 0.13% | 105 |
|
|
2021
Q1 | $459K | Buy |
5,092
+1,511
| +42% | +$136K | 0.13% | 94 |
|
|
2020
Q4 | $288K | Buy |
3,581
+327
| +10% | +$26.3K | 0.09% | 130 |
|
|
2020
Q3 | $213K | Sell |
3,254
-199
| -6% | -$13K | 0.08% | 132 |
|
|
2020
Q2 | $214K | Buy |
+3,453
| New | +$214K | 0.07% | 130 |
|
|
2015
Q3 | – | Sell |
-3,737
| Closed | -$207K | – | 61 |
|
|
2015
Q2 | $207K | Buy |
+3,737
| New | +$207K | 0.13% | 56 |
|