Intercontinental Wealth Advisors’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 | $660K | Buy |
7,298
+1,279
| +21% | +$116K | 0.16% | 150 |
|
|
2023
Q1 | $524K | Sell |
6,019
-16
| -0.3% | -$1.39K | 0.13% | 180 |
|
|
2022
Q4 | $580K | Buy |
6,035
+2,233
| +59% | +$215K | 0.17% | 139 |
|
|
2022
Q3 | $278K | Sell |
3,802
-23
| -0.6% | -$1.68K | 0.09% | 233 |
|
|
2022
Q2 | $304K | Buy |
3,825
+359
| +10% | +$28.5K | 0.08% | 225 |
|
|
2022
Q1 | $340K | Buy |
3,466
+160
| +5% | +$15.7K | 0.08% | 222 |
|
|
2021
Q4 | $307K | Hold |
3,306
| – | – | 0.06% | 241 |
|
|
2021
Q3 | $311K | Sell |
3,306
-396
| -11% | -$37.3K | 0.07% | 224 |
|
|
2021
Q2 | $356K | Buy |
3,702
+829
| +29% | +$79.7K | 0.07% | 213 |
|
|
2021
Q1 | $259K | Hold |
2,873
| – | – | 0.06% | 230 |
|
|
2020
Q4 | $231K | Buy |
+2,873
| New | +$231K | 0.06% | 228 |
|
|
2020
Q1 | – | Sell |
-482
| Closed | -$37K | – | 204 |
|
|
2019
Q4 | $37K | Sell |
482
-1,098
| -69% | -$84.3K | 0.03% | 198 |
|
|
2019
Q3 | $106K | Hold |
1,580
| – | – | 0.07% | 173 |
|
|
2019
Q2 | $105K | Hold |
1,580
| – | – | 0.05% | 168 |
|
|
2019
Q1 | $108K | Buy |
1,580
+451
| +40% | +$30.8K | 0.05% | 168 |
|
|
2018
Q4 | $67K | Buy |
+1,129
| New | +$67K | 0.04% | 196 |
|