FI
FormulaFolio Investments’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 305 |
|
|
2021
Q1 | – | Sell |
-13,486
| Closed | -$1.08M | – | 551 |
|
|
2020
Q4 | $1.08M | Buy |
13,486
+4,210
| +45% | +$338K | 0.02% | 308 |
|
|
2020
Q3 | $608K | Sell |
9,276
-106
| -1% | -$6.95K | 0.02% | 190 |
|
|
2020
Q2 | $582K | Buy |
9,382
+66
| +0.7% | +$4.09K | 0.02% | 173 |
|
|
2020
Q1 | $444K | Sell |
9,316
-577
| -6% | -$27.5K | 0.02% | 186 |
|
|
2019
Q4 | $754K | Buy |
9,893
+460
| +5% | +$35.1K | 0.03% | 204 |
|
|
2019
Q3 | $631K | Buy |
9,433
+13
| +0.1% | +$870 | 0.02% | 197 |
|
|
2019
Q2 | $629K | Sell |
9,420
-211
| -2% | -$14.1K | 0.03% | 183 |
|
|
2019
Q1 | $659K | Sell |
9,631
-3,331
| -26% | -$228K | 0.03% | 169 |
|
|
2018
Q4 | $993K | Hold |
12,962
| – | – | 0.04% | 133 |
|
|
2018
Q3 | $993K | Sell |
12,962
-9,910
| -43% | -$759K | 0.04% | 133 |
|
|
2018
Q2 | $1.58M | Buy |
22,872
+1,293
| +6% | +$89.4K | 0.08% | 91 |
|
|
2018
Q1 | $1.47M | Buy |
21,579
+11,019
| +104% | +$753K | 0.09% | 73 |
|
|
2017
Q4 | $736K | Sell |
10,560
-530
| -5% | -$36.9K | 0.05% | 132 |
|
|
2017
Q3 | $697K | Buy |
11,090
+615
| +6% | +$38.7K | 0.05% | 104 |
|
|
2017
Q2 | $625K | Buy |
+10,475
| New | +$625K | 0.06% | 109 |
|