Curi 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
Q1 | – | Sell |
-3,464
| Closed | -$337K | – | 44 |
|
|
2023
Q4 | $337K | Buy |
3,464
+90
| +3% | +$8.76K | 0.05% | 116 |
|
|
2023
Q3 | $326K | Buy |
3,374
+21
| +0.6% | +$2.03K | 0.05% | 106 |
|
|
2023
Q2 | $303K | Buy |
3,353
+3
| +0.1% | +$271 | 0.04% | 125 |
|
|
2023
Q1 | $292K | Sell |
3,350
-841
| -20% | -$73.3K | 0.04% | 125 |
|
|
2022
Q4 | $403K | Buy |
4,191
+205
| +5% | +$19.7K | 0.06% | 122 |
|
|
2022
Q3 | $292K | Buy |
3,986
+1,701
| +74% | +$125K | 0.05% | 137 |
|
|
2022
Q2 | $182K | Buy |
2,285
+195
| +9% | +$15.5K | 0.04% | 123 |
|
|
2022
Q1 | $204K | Buy |
2,090
+12
| +0.6% | +$1.17K | 0.04% | 116 |
|
|
2021
Q4 | $193K | Buy |
+2,078
| New | +$193K | 0.03% | 112 |
|
|
2021
Q3 | – | Sell |
-2,675
| Closed | -$257K | – | 89 |
|
|
2021
Q2 | $257K | Buy |
2,675
+14
| +0.5% | +$1.35K | 0.13% | 79 |
|
|
2021
Q1 | $240K | Buy |
2,661
+14
| +0.5% | +$1.26K | 0.15% | 78 |
|
|
2020
Q4 | $212K | Buy |
+2,647
| New | +$212K | 0.15% | 79 |
|