First Personal Financial Services’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $257K | Buy |
2,346
+155
| +7% | +$17K | 0.05% | 113 |
|
|
2024
Q2 | $241K | Hold |
2,191
| – | – | 0.05% | 110 |
|
|
2024
Q1 | $249K | Sell |
2,191
-358
| -14% | -$40.6K | 0.06% | 107 |
|
|
2023
Q4 | $248K | Sell |
2,549
-560
| -18% | -$54.5K | 0.06% | 103 |
|
|
2023
Q3 | $300K | Hold |
3,109
| – | – | 0.08% | 96 |
|
|
2023
Q2 | $281K | Hold |
3,109
| – | – | 0.07% | 98 |
|
|
2023
Q1 | $271K | Sell |
3,109
-150
| -5% | -$13.1K | 0.07% | 101 |
|
|
2022
Q4 | $313K | Hold |
3,259
| – | – | 0.08% | 94 |
|
|
2022
Q3 | $239K | Buy |
3,259
+358
| +12% | +$26.3K | 0.07% | 108 |
|
|
2022
Q2 | $231K | Hold |
2,901
| – | – | 0.06% | 103 |
|
|
2022
Q1 | $284K | Sell |
2,901
-1,072
| -27% | -$105K | 0.07% | 106 |
|
|
2021
Q4 | $369K | Buy |
3,973
+2
| +0.1% | +$186 | 0.08% | 95 |
|
|
2021
Q3 | $374K | Sell |
3,971
-500
| -11% | -$47.1K | 0.09% | 95 |
|
|
2021
Q2 | $430K | Sell |
4,471
-300
| -6% | -$28.9K | 0.11% | 87 |
|
|
2021
Q1 | $430K | Sell |
4,771
-325
| -6% | -$29.3K | 0.12% | 82 |
|
|
2020
Q4 | $410K | Sell |
5,096
-162
| -3% | -$13K | 0.12% | 83 |
|
|
2020
Q3 | $345K | Sell |
5,258
-138
| -3% | -$9.06K | 0.11% | 87 |
|
|
2020
Q2 | $335K | Sell |
5,396
-125
| -2% | -$7.76K | 0.11% | 88 |
|
|
2020
Q1 | $263K | Sell |
5,521
-583
| -10% | -$27.8K | 0.1% | 93 |
|
|
2019
Q4 | $465K | Sell |
6,104
-249
| -4% | -$19K | 0.15% | 87 |
|
|
2019
Q3 | $425K | Sell |
6,353
-375
| -6% | -$25.1K | 0.13% | 95 |
|
|
2019
Q2 | $449K | Buy |
6,728
+280
| +4% | +$18.7K | 0.13% | 120 |
|
|
2019
Q1 | $441K | Sell |
6,448
-650
| -9% | -$44.5K | 0.13% | 121 |
|
|
2018
Q4 | $424K | Sell |
7,098
-150
| -2% | -$8.96K | 0.15% | 121 |
|
|
2018
Q3 | $555K | Sell |
7,248
-178
| -2% | -$13.6K | 0.18% | 110 |
|
|
2018
Q2 | $513K | Sell |
7,426
-720
| -9% | -$49.7K | 0.17% | 115 |
|
|
2018
Q1 | $557K | Hold |
8,146
| – | – | 0.12% | 139 |
|
|
2017
Q4 | $568K | Sell |
8,146
-1,190
| -13% | -$83K | 0.11% | 143 |
|
|
2017
Q3 | $587K | Buy |
9,336
+70
| +0.8% | +$4.4K | 0.12% | 131 |
|
|
2017
Q2 | $552K | Hold |
9,266
| – | – | 0.12% | 135 |
|
|
2017
Q1 | $555K | Sell |
9,266
-595
| -6% | -$35.6K | 0.13% | 119 |
|
|
2016
Q4 | $550K | Sell |
9,861
-395
| -4% | -$22K | 0.15% | 116 |
|
|
2016
Q3 | $559K | Sell |
10,256
-475
| -4% | -$25.9K | 0.16% | 109 |
|
|
2016
Q2 | $560K | Buy |
10,731
+515
| +5% | +$26.9K | 0.19% | 105 |
|
|
2016
Q1 | $556K | Sell |
10,216
-1,902
| -16% | -$104K | 0.28% | 84 |
|
|
2015
Q4 | $580K | Sell |
12,118
-195
| -2% | -$9.33K | 0.33% | 77 |
|
|
2015
Q3 | $544K | Sell |
12,313
-149
| -1% | -$6.58K | 0.33% | 77 |
|
|
2015
Q2 | $691K | Sell |
12,462
-1,235
| -9% | -$68.5K | 0.41% | 70 |
|
|
2015
Q1 | $776K | Sell |
13,697
-214
| -2% | -$12.1K | 0.47% | 68 |
|
|
2014
Q4 | $858K | Buy |
+13,911
| New | +$858K | 0.5% | 65 |
|