Carmel Capital Partners’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,344
| Closed | -$258K | – | 174 |
|
2024
Q2 | $258K | Buy |
2,344
+271
| +13% | +$29.9K | 0.11% | 128 |
|
2024
Q1 | $235K | Buy |
+2,073
| New | +$235K | 0.1% | 142 |
|
2023
Q4 | – | Sell |
-1,918
| Closed | -$185K | – | 308 |
|
2023
Q3 | $185K | Sell |
1,918
-21
| -1% | -$2.03K | 0.08% | 153 |
|
2023
Q2 | $175K | Buy |
1,939
+101
| +5% | +$9.13K | 0.09% | 129 |
|
2023
Q1 | $160K | Buy |
+1,838
| New | +$160K | 0.09% | 138 |
|