Heron Financial Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $637K | Hold |
7,049
| – | – | 0.34% | 68 |
|
|
2023
Q1 | $614K | Sell |
7,049
-125
| -2% | -$10.9K | 0.34% | 67 |
|
|
2022
Q4 | $682K | Hold |
7,174
| – | – | 0.46% | 48 |
|
|
2022
Q3 | $525K | Hold |
7,174
| – | – | 0.32% | 70 |
|
|
2022
Q2 | $571K | Hold |
7,174
| – | – | 0.35% | 66 |
|
|
2022
Q1 | $703K | Sell |
7,174
-175
| -2% | -$17.1K | 0.37% | 59 |
|
|
2021
Q4 | $680K | Buy |
7,349
+175
| +2% | +$16.2K | 0.37% | 61 |
|
|
2021
Q3 | $676K | Hold |
7,174
| – | – | 0.38% | 59 |
|
|
2021
Q2 | $690K | Sell |
7,174
-137
| -2% | -$13.2K | 0.39% | 58 |
|
|
2021
Q1 | $661K | Hold |
7,311
| – | – | 0.4% | 58 |
|
|
2020
Q4 | $600K | Sell |
7,311
-122
| -2% | -$10K | 0.41% | 59 |
|
|
2020
Q3 | $502K | Sell |
7,433
-425
| -5% | -$28.7K | 0.4% | 66 |
|
|
2020
Q2 | $470K | Sell |
7,858
-100
| -1% | -$5.98K | 0.42% | 63 |
|
|
2020
Q1 | $402K | Hold |
7,958
| – | – | 0.41% | 60 |
|
|
2019
Q4 | $588K | Buy |
+7,958
| New | +$588K | 0.49% | 52 |
|