Ellevest Inc’s Emerson Electric EMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-744
Closed -$64.8K 736
2023
Q1
$64.8K Sell
744
-180
-19% -$15.7K 0.01% 536
2022
Q4
$88.8K Sell
924
-2,612
-74% -$251K 0.01% 471
2022
Q3
$259K Sell
3,536
-2,316
-40% -$170K 0.02% 219
2022
Q2
$465K Sell
5,852
-189
-3% -$15K 0.04% 111
2022
Q1
$592K Buy
6,041
+1,710
+39% +$168K 0.05% 90
2021
Q4
$403K Buy
4,331
+4
+0.1% +$372 0.04% 151
2021
Q3
$408K Buy
4,327
+829
+24% +$78.2K 0.04% 120
2021
Q2
$337K Buy
3,498
+547
+19% +$52.7K 0.03% 141
2021
Q1
$266K Buy
2,951
+633
+27% +$57.1K 0.03% 156
2020
Q4
$186K Buy
2,318
+2,056
+785% +$165K 0.03% 182
2020
Q3
$17K Buy
262
+101
+63% +$6.55K ﹤0.01% 550
2020
Q2
$10K Sell
161
-263
-62% -$16.3K ﹤0.01% 613
2020
Q1
$20K Sell
424
-81
-16% -$3.82K 0.01% 436
2019
Q4
$39K Buy
505
+85
+20% +$6.56K 0.01% 248
2019
Q3
$28K Hold
420
0.01% 160
2019
Q2
$28K Buy
420
+220
+110% +$14.7K 0.01% 175
2019
Q1
$14K Hold
200
0.01% 165
2018
Q4
$12K Buy
+200
New +$12K 0.01% 361