Global Wealth Management Investment Advisory’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$97.3K | – | 232 |
|
|
2023
Q4 | $97.3K | Hold |
1,000
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $96.6K | Hold |
1,000
| – | – | 0.03% | 157 |
|
|
2023
Q2 | $90.4K | Buy |
+1,000
| New | +$90.4K | 0.02% | 164 |
|
|
2022
Q3 | – | Sell |
-37
| Closed | -$3K | – | 245 |
|
|
2022
Q2 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 375 |
|
|
2019
Q4 | – | Sell |
-26
| Closed | -$2K | – | 643 |
|
|
2019
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 503 |
|
|
2019
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 552 |
|
|
2019
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 539 |
|
|
2018
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 575 |
|