ICA Group Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $89.5K | Sell |
812
-2,714
| -77% | -$299K | 0.05% | 186 |
|
|
2024
Q1 | $400K | Buy |
3,526
+487
| +16% | +$55.2K | 0.08% | 190 |
|
|
2023
Q4 | $296K | Buy |
+3,039
| New | +$296K | 0.07% | 204 |
|
|
2023
Q3 | – | Sell |
-1,336
| Closed | -$121K | – | 491 |
|
|
2023
Q2 | $121K | Hold |
1,336
| – | – | 0.03% | 298 |
|
|
2023
Q1 | $116K | Buy |
1,336
+121
| +10% | +$10.5K | 0.03% | 318 |
|
|
2022
Q4 | $117K | Buy |
+1,215
| New | +$117K | 0.03% | 333 |
|