Calton & Associates’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $403K | Buy |
+3,025
| New | +$403K | 0.07% | 237 |
|
2021
Q3 | – | Sell |
-2,678
| Closed | -$258K | – | 411 |
|
2021
Q2 | $258K | Buy |
2,678
+6
| +0.2% | +$578 | 0.05% | 321 |
|
2021
Q1 | $241K | Sell |
2,672
-50
| -2% | -$4.51K | 0.05% | 333 |
|
2020
Q4 | $219K | Buy |
+2,722
| New | +$219K | 0.04% | 346 |
|
2018
Q1 | – | Sell |
-2,329
| Closed | -$169K | – | 598 |
|
2017
Q4 | $169K | Buy |
+2,329
| New | +$169K | 0.04% | 380 |
|