Doyle 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
Q3 | – | Sell |
-2,574
| Closed | -$205K | – | 209 |
|
|
2022
Q2 | $205K | Buy |
2,574
+36
| +1% | +$2.87K | 0.02% | 203 |
|
|
2022
Q1 | $249K | Buy |
2,538
+50
| +2% | +$4.91K | 0.02% | 213 |
|
|
2021
Q4 | $231K | Sell |
2,488
-500
| -17% | -$46.4K | 0.02% | 213 |
|
|
2021
Q3 | $281K | Hold |
2,988
| – | – | 0.02% | 188 |
|
|
2021
Q2 | $288K | Hold |
2,988
| – | – | 0.02% | 184 |
|
|
2021
Q1 | $270K | Sell |
2,988
-127
| -4% | -$11.5K | 0.03% | 183 |
|
|
2020
Q4 | $250K | Buy |
+3,115
| New | +$250K | 0.03% | 188 |
|
|
2020
Q1 | – | Sell |
-2,807
| Closed | -$214K | – | 194 |
|
|
2019
Q4 | $214K | Buy |
+2,807
| New | +$214K | 0.03% | 198 |
|
|
2019
Q3 | – | Sell |
-2,812
| Closed | -$188K | – | 354 |
|
|
2019
Q2 | $188K | Buy |
+2,812
| New | +$188K | 0.03% | 198 |
|
|
2019
Q1 | – | Sell |
-3,975
| Closed | -$238K | – | 340 |
|
|
2018
Q4 | $238K | Buy |
3,975
+1,123
| +39% | +$67.2K | 0.04% | 163 |
|
|
2018
Q3 | $218K | Sell |
2,852
-149
| -5% | -$11.4K | 0.03% | 181 |
|
|
2018
Q2 | $207K | Buy |
+3,001
| New | +$207K | 0.03% | 176 |
|
|
2018
Q1 | – | Sell |
-3,293
| Closed | -$229K | – | 172 |
|
|
2017
Q4 | $229K | Buy |
+3,293
| New | +$229K | 0.04% | 152 |
|