IWA
IBEX Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,723
| Closed | -$3.37M | – | 197 |
|
|
2025
Q1 | $3.37M | Buy |
30,723
+3,435
| +13% | +$377K | 0.45% | 68 |
|
|
2024
Q4 | $3.38M | Buy |
+27,288
| New | +$3.38M | 0.4% | 71 |
|
|
2021
Q4 | – | Sell |
-74
| Closed | -$7K | – | 257 |
|
|
2021
Q3 | $7K | Buy |
+74
| New | +$7K | ﹤0.01% | 375 |
|
|
2017
Q1 | – | Sell |
-134
| Closed | -$8K | – | 162 |
|
|
2016
Q4 | $8K | Buy |
+134
| New | +$8K | ﹤0.01% | 316 |
|