Cassady Schiller Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $30.9K | Buy |
249
+34
| +16% | +$4.21K | 0.01% | 245 |
|
|
2024
Q3 | $23.5K | Hold |
215
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $23.7K | Sell |
215
-400
| -65% | -$44.1K | 0.01% | 255 |
|
|
2024
Q1 | $69.8K | Sell |
615
-260
| -30% | -$29.5K | 0.03% | 181 |
|
|
2023
Q4 | $85.2K | Sell |
875
-200
| -19% | -$19.5K | 0.04% | 161 |
|
|
2023
Q3 | $104K | Buy |
1,075
+200
| +23% | +$19.3K | 0.06% | 144 |
|
|
2023
Q2 | $79.1K | Hold |
875
| – | – | 0.04% | 156 |
|
|
2023
Q1 | $76.2K | Sell |
875
-51
| -6% | -$4.44K | 0.04% | 162 |
|
|
2022
Q4 | $89K | Buy |
+926
| New | +$89K | 0.05% | 137 |
|
|
2022
Q1 | – | Sell |
-607
| Closed | -$56K | – | 259 |
|
|
2021
Q4 | $56K | Buy |
+607
| New | +$56K | 0.03% | 190 |
|