Harel Insurance Investments & Financial Services’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-2,057
| Closed | -$200K | – | 630 |
|
2023
Q3 | $200K | Sell |
2,057
-2,086
| -50% | -$203K | ﹤0.01% | 307 |
|
2023
Q2 | $370K | Buy |
4,143
+2,000
| +93% | +$179K | 0.01% | 238 |
|
2023
Q1 | $183K | Sell |
2,143
-500
| -19% | -$42.7K | ﹤0.01% | 344 |
|
2022
Q4 | $254K | Buy |
+2,643
| New | +$254K | 0.01% | 262 |
|
2021
Q3 | – | Sell |
-1,333
| Closed | -$418K | – | 711 |
|
2021
Q2 | $418K | Buy |
+1,333
| New | +$418K | 0.01% | 498 |
|
2021
Q1 | – | Sell |
-2,438
| Closed | -$630K | – | 774 |
|
2020
Q4 | $630K | Hold |
2,438
| – | – | 0.01% | 328 |
|
2020
Q3 | $160K | Buy |
2,438
+1,438
| +144% | +$94.4K | 0.01% | 330 |
|
2020
Q2 | $62K | Buy |
+1,000
| New | +$62K | ﹤0.01% | 381 |
|
2019
Q3 | – | Sell |
-3,000
| Closed | -$200K | – | 513 |
|
2019
Q2 | $200K | Buy |
3,000
+2,500
| +500% | +$167K | 0.01% | 192 |
|
2019
Q1 | $34K | Buy |
+500
| New | +$34K | ﹤0.01% | 304 |
|
2018
Q2 | – | Sell |
-3,000
| Closed | -$205K | – | 472 |
|
2018
Q1 | $205K | Buy |
3,000
+2,000
| +200% | +$137K | 0.01% | 206 |
|
2017
Q4 | $70K | Buy |
+1,000
| New | +$70K | ﹤0.01% | 300 |
|
2016
Q3 | – | Sell |
-1,000
| Closed | -$52K | – | 522 |
|
2016
Q2 | $52K | Buy |
+1,000
| New | +$52K | 0.01% | 335 |
|