CIA
Compass Ion Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
3,135
-155
| -5% | -$20.7K | 0.05% | 185 |
|
|
2025
Q1 | $361K | Buy |
3,290
+3
| +0.1% | +$329 | 0.04% | 195 |
|
|
2024
Q4 | $407K | Sell |
3,287
-16
| -0.5% | -$1.98K | 0.05% | 183 |
|
|
2024
Q3 | $361K | Buy |
3,303
+163
| +5% | +$17.8K | 0.04% | 195 |
|
|
2024
Q2 | $356K | Hold |
3,140
| – | – | 0.05% | 171 |
|
|
2024
Q1 | $356K | Sell |
3,140
-40
| -1% | -$4.54K | 0.05% | 171 |
|
|
2023
Q4 | $310K | Buy |
3,180
+47
| +2% | +$4.58K | 0.05% | 182 |
|
|
2023
Q3 | $303K | Buy |
+3,133
| New | +$303K | 0.05% | 181 |
|