Gradient Investments’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,117
| Closed | -$123K | – | 605 |
|
|
2024
Q2 | $123K | Buy |
1,117
+942
| +538% | +$104K | ﹤0.01% | 373 |
|
|
2024
Q1 | $19.8K | Sell |
175
-727
| -81% | -$82.5K | ﹤0.01% | 545 |
|
|
2023
Q4 | $87.8K | Sell |
902
-227
| -20% | -$22.1K | ﹤0.01% | 443 |
|
|
2023
Q3 | $109K | Buy |
1,129
+718
| +175% | +$69.3K | ﹤0.01% | 378 |
|
|
2023
Q2 | $37.2K | Sell |
411
-183
| -31% | -$16.5K | ﹤0.01% | 568 |
|
|
2023
Q1 | $51.8K | Sell |
594
-120
| -17% | -$10.5K | ﹤0.01% | 491 |
|
|
2022
Q4 | $68.6K | Buy |
714
+225
| +46% | +$21.6K | ﹤0.01% | 442 |
|
|
2022
Q3 | $36K | Buy |
489
+120
| +33% | +$8.83K | ﹤0.01% | 536 |
|
|
2022
Q2 | $29K | Buy |
369
+160
| +77% | +$12.6K | ﹤0.01% | 569 |
|
|
2022
Q1 | $20K | Buy |
209
+85
| +69% | +$8.13K | ﹤0.01% | 648 |
|
|
2021
Q4 | $12K | Hold |
124
| – | – | ﹤0.01% | 756 |
|
|
2021
Q3 | $12K | Sell |
124
-56
| -31% | -$5.42K | ﹤0.01% | 740 |
|
|
2021
Q2 | $17K | Hold |
180
| – | – | ﹤0.01% | 662 |
|
|
2021
Q1 | $16K | Sell |
180
-8,151
| -98% | -$725K | ﹤0.01% | 661 |
|
|
2020
Q4 | $546K | Hold |
8,331
| – | – | 0.02% | 186 |
|
|
2020
Q3 | $546K | Buy |
8,331
+8,207
| +6,619% | +$538K | 0.02% | 190 |
|
|
2020
Q2 | $8K | Hold |
124
| – | – | ﹤0.01% | 672 |
|
|
2020
Q1 | $6K | Sell |
124
-7
| -5% | -$339 | ﹤0.01% | 740 |
|
|
2019
Q4 | $10K | Sell |
131
-255
| -66% | -$19.5K | ﹤0.01% | 692 |
|
|
2019
Q3 | $26K | Buy |
386
+240
| +164% | +$16.2K | ﹤0.01% | 484 |
|
|
2019
Q2 | $10K | Buy |
+146
| New | +$10K | ﹤0.01% | 644 |
|
|
2018
Q4 | – | Sell |
-244
| Closed | -$19K | – | 960 |
|
|
2018
Q3 | $19K | Buy |
244
+67
| +38% | +$5.22K | ﹤0.01% | 507 |
|
|
2018
Q2 | $12K | Hold |
177
| – | – | ﹤0.01% | 574 |
|
|
2018
Q1 | $12K | Buy |
177
+154
| +670% | +$10.4K | ﹤0.01% | 589 |
|
|
2017
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 811 |
|
|
2016
Q4 | – | Sell |
-44
| Closed | -$2K | – | 741 |
|
|
2016
Q3 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 609 |
|
|
2016
Q2 | – | Sell |
-12
| Closed | -$1K | – | 731 |
|
|
2016
Q1 | $1K | Sell |
12
-154
| -93% | -$12.8K | ﹤0.01% | 657 |
|
|
2015
Q4 | $8K | Hold |
166
| – | – | ﹤0.01% | 423 |
|
|
2015
Q3 | $7K | Hold |
166
| – | – | ﹤0.01% | 420 |
|
|
2015
Q2 | $9K | Sell |
166
-60,765
| -100% | -$3.29M | ﹤0.01% | 401 |
|
|
2015
Q1 | $3.45M | Buy |
60,931
+60,892
| +156,133% | +$3.45M | 0.52% | 67 |
|
|
2014
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 481 |
|
|
2014
Q2 | – | Sell |
-199
| Closed | -$13K | – | 519 |
|
|
2014
Q1 | $13K | Buy |
199
+34
| +21% | +$2.22K | ﹤0.01% | 326 |
|
|
2013
Q4 | $12K | Sell |
165
-41
| -20% | -$2.98K | ﹤0.01% | 362 |
|
|
2013
Q3 | $13K | Buy |
+206
| New | +$13K | ﹤0.01% | 270 |
|