Cordatus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-29,038
| Closed | -$2.85M | – | 144 |
|
|
2022
Q1 | $2.85M | Sell |
29,038
-1,541
| -5% | -$151K | 1% | 21 |
|
|
2021
Q4 | $2.84M | Buy |
+30,579
| New | +$2.84M | 0.83% | 37 |
|
|
2021
Q1 | $2.51M | Sell |
27,811
-2,146
| -7% | -$194K | 0.96% | 27 |
|
|
2020
Q4 | $2.41M | Sell |
29,957
-732
| -2% | -$58.8K | 1.02% | 31 |
|
|
2020
Q3 | $2.01M | Buy |
+30,689
| New | +$2.01M | 0.97% | 35 |
|
|
2020
Q1 | – | Sell |
-11,396
| Closed | -$869K | – | 110 |
|
|
2019
Q4 | $869K | Buy |
11,396
+1,896
| +20% | +$145K | 0.43% | 86 |
|
|
2019
Q3 | $635K | Buy |
9,500
+1,315
| +16% | +$87.9K | 0.33% | 95 |
|
|
2019
Q2 | $546K | Buy |
8,185
+330
| +4% | +$22K | 0.32% | 93 |
|
|
2019
Q1 | $538K | Buy |
7,855
+828
| +12% | +$56.7K | 0.3% | 100 |
|
|
2018
Q4 | $420K | Buy |
+7,027
| New | +$420K | 0.3% | 84 |
|