Fulcrum Equity Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,876
| Closed | -$453K | – | 135 |
|
|
2021
Q4 | $453K | Sell |
4,876
-349
| -7% | -$32.4K | 0.17% | 96 |
|
|
2021
Q3 | $492K | Sell |
5,225
-200
| -4% | -$18.8K | 0.19% | 86 |
|
|
2021
Q2 | $522K | Buy |
5,425
+939
| +21% | +$90.4K | 0.19% | 99 |
|
|
2021
Q1 | $405K | Buy |
4,486
+130
| +3% | +$11.7K | 0.16% | 117 |
|
|
2020
Q4 | $350K | Buy |
+4,356
| New | +$350K | 0.14% | 115 |
|