CWS Financial Advisors’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 |
-2,495
| Closed | -$243K | – | 123 |
|
|
2023
Q4 | $243K | Hold |
2,495
| – | – | 0.09% | 129 |
|
|
2023
Q3 | $241K | Hold |
2,495
| – | – | 0.1% | 125 |
|
|
2023
Q2 | $226K | Hold |
2,495
| – | – | 0.09% | 135 |
|
|
2023
Q1 | $217K | Buy |
2,495
+60
| +2% | +$5.23K | 0.09% | 134 |
|
|
2022
Q4 | $220K | Buy |
+2,435
| New | +$220K | 0.09% | 127 |
|
|
2022
Q2 | – | Sell |
-2,495
| Closed | -$245K | – | 168 |
|
|
2022
Q1 | $245K | Hold |
2,495
| – | – | 0.09% | 132 |
|
|
2021
Q4 | $232K | Buy |
+2,495
| New | +$232K | 0.08% | 140 |
|
|
2021
Q2 | $234K | Hold |
2,435
| – | – | 0.09% | 132 |
|
|
2021
Q1 | $220K | Buy |
+2,435
| New | +$220K | 0.09% | 127 |
|
|
2020
Q4 | – | Sell |
-4,032
| Closed | -$264K | – | 139 |
|
|
2020
Q3 | $264K | Hold |
4,032
| – | – | 0.18% | 100 |
|
|
2020
Q2 | $250K | Buy |
+4,032
| New | +$250K | 0.18% | 106 |
|