Insight Wealth Strategies’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,064
| Closed | -$276K | – | 202 |
|
|
2021
Q1 | $276K | Sell |
3,064
-344
| -10% | -$31K | 0.04% | 186 |
|
|
2020
Q4 | $274K | Sell |
3,408
-526
| -13% | -$42.3K | 0.05% | 179 |
|
|
2020
Q3 | $258K | Buy |
+3,934
| New | +$258K | 0.05% | 162 |
|
|
2019
Q3 | – | Sell |
-9,079
| Closed | -$606K | – | 188 |
|
|
2019
Q2 | $606K | Buy |
9,079
+76
| +0.8% | +$5.07K | 0.15% | 91 |
|
|
2019
Q1 | $616K | Buy |
9,003
+1,118
| +14% | +$76.5K | 0.17% | 83 |
|
|
2018
Q4 | $471K | Buy |
+7,885
| New | +$471K | 0.14% | 87 |
|