CLA (CliftonLarsonAllen) Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,592
| Closed | -$244K | – | 207 |
|
|
2021
Q3 | $244K | Sell |
2,592
-16,770
| -87% | -$1.58M | 0.01% | 289 |
|
|
2021
Q2 | $1.86M | Buy |
19,362
+52
| +0.3% | +$5K | 0.08% | 107 |
|
|
2021
Q1 | $1.74M | Sell |
19,310
-144
| -0.7% | -$13K | 0.08% | 104 |
|
|
2020
Q4 | $1.56M | Sell |
19,454
-14
| -0.1% | -$1.13K | 0.08% | 98 |
|
|
2020
Q3 | $1.28M | Buy |
+19,468
| New | +$1.28M | 0.07% | 101 |
|
|
2018
Q1 | – | Sell |
-16,441
| Closed | -$1.15M | – | 128 |
|
|
2017
Q4 | $1.15M | Buy |
16,441
+1,434
| +10% | +$100K | 0.12% | 82 |
|
|
2017
Q3 | $943K | Buy |
15,007
+625
| +4% | +$39.3K | 0.1% | 96 |
|
|
2017
Q2 | $857K | Buy |
14,382
+820
| +6% | +$48.9K | 0.1% | 96 |
|
|
2017
Q1 | $812K | Buy |
13,562
+120
| +0.9% | +$7.19K | 0.09% | 103 |
|
|
2016
Q4 | $749K | Buy |
13,442
+3,209
| +31% | +$179K | 0.09% | 102 |
|
|
2016
Q3 | $558K | Buy |
+10,233
| New | +$558K | 0.07% | 107 |
|