Financial Synergies Wealth 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
Q2 | – | Sell |
-176
| Closed | -$20K | – | 181 |
|
|
2024
Q1 | $20K | Buy |
+176
| New | +$20K | ﹤0.01% | 196 |
|
|
2023
Q4 | – | Sell |
-175
| Closed | -$16.9K | – | 489 |
|
|
2023
Q3 | $16.9K | Buy |
175
+1
| +0.6% | +$96 | ﹤0.01% | 192 |
|
|
2023
Q2 | $15.7K | Buy |
174
+1
| +0.6% | +$90 | ﹤0.01% | 193 |
|
|
2023
Q1 | $15K | Buy |
+173
| New | +$15K | ﹤0.01% | 205 |
|