Future Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$54.7K | – | 455 |
|
|
2024
Q3 | $54.7K | Buy |
+500
| New | +$54.7K | 0.04% | 246 |
|
|
2024
Q2 | – | Sell |
-500
| Closed | -$56.7K | – | 208 |
|
|
2024
Q1 | $56.7K | Buy |
+500
| New | +$56.7K | 0.04% | 246 |
|
|
2023
Q1 | – | Sell |
-5,216
| Closed | -$501K | – | 113 |
|
|
2022
Q4 | $501K | Hold |
5,216
| – | – | 0.57% | 56 |
|
|
2022
Q3 | $415K | Sell |
5,216
-3,819
| -42% | -$304K | 0.48% | 61 |
|
|
2022
Q2 | $886K | Hold |
9,035
| – | – | 0.86% | 40 |
|
|
2022
Q1 | $886K | Buy |
9,035
+439
| +5% | +$43.1K | 0.73% | 40 |
|
|
2021
Q4 | $789K | Buy |
8,596
+329
| +4% | +$30.2K | 0.63% | 48 |
|
|
2021
Q3 | $796K | Hold |
8,267
| – | – | 0.82% | 45 |
|
|
2021
Q2 | $796K | Sell |
8,267
-136
| -2% | -$13.1K | 0.82% | 45 |
|
|
2021
Q1 | $758K | Buy |
8,403
+97
| +1% | +$8.75K | 0.87% | 35 |
|
|
2020
Q4 | $668K | Buy |
+8,306
| New | +$668K | 0.77% | 40 |
|