Castle 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
2023
Q2
Sell
-3,904
Closed -$340K 113
2023
Q1
$340K Sell
3,904
-884
-18% -$77K 0.26% 80
2022
Q4
$460K Sell
4,788
-69
-1% -$6.63K 0.29% 67
2022
Q3
$356K Buy
4,857
+3,165
+187% +$232K 0.22% 74
2022
Q2
$135K Buy
+1,692
New +$135K 0.08% 125