Capital Planning Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $740K | Sell |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $2.13M | Buy |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q2 | $1.99M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $221K | Sell |
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|
2018
Q3 | $300K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $268K | Hold |
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|
2017
Q4 | $273K | Sell |
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|
2017
Q3 | $265K | Sell |
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|
2017
Q2 | $269K | Sell |
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|
2017
Q1 | $271K | Buy |
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|
2016
Q4 | $236K | Sell |
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|
2016
Q3 | $258K | Buy |
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|
2016
Q2 | $233K | Sell |
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|
2016
Q1 | $259K | Hold |
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|
2015
Q4 | $228K | Buy |
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|
2015
Q3 | $206K | Sell |
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|
2015
Q2 | $383K | Buy |
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|
2015
Q1 | $206K | Buy |
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|
2014
Q4 | $220K | Buy |
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