FSA 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-2,704
| Closed | -$217K | – | 114 |
|
2020
Q4 | $217K | Buy |
+2,704
| New | +$217K | 0.11% | 53 |
|
2020
Q3 | – | Sell |
-2,704
| Closed | -$168K | – | 151 |
|
2020
Q2 | $168K | Buy |
2,704
+1,504
| +125% | +$93.4K | 0.11% | 60 |
|
2020
Q1 | $57K | Hold |
1,200
| – | – | 0.05% | 99 |
|
2019
Q4 | $92K | Buy |
+1,200
| New | +$92K | 0.06% | 94 |
|