IIM
Ironwood Investment Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,000
| Closed | -$681K | – | 176 |
|
|
2024
Q1 | $681K | Buy |
6,000
+3,000
| +100% | +$340K | 0.33% | 88 |
|
|
2023
Q4 | $292K | Sell |
3,000
-250
| -8% | -$24.3K | 0.15% | 131 |
|
|
2023
Q3 | $314K | Hold |
3,250
| – | – | 0.19% | 120 |
|
|
2023
Q2 | $294K | Hold |
3,250
| – | – | 0.17% | 124 |
|
|
2023
Q1 | $283K | Hold |
3,250
| – | – | 0.18% | 125 |
|
|
2022
Q4 | $312K | Hold |
3,250
| – | – | 0.21% | 119 |
|
|
2022
Q3 | $238K | Hold |
3,250
| – | – | 0.17% | 139 |
|
|
2022
Q2 | $259K | Hold |
3,250
| – | – | 0.17% | 132 |
|
|
2022
Q1 | $319K | Hold |
3,250
| – | – | 0.17% | 137 |
|
|
2021
Q4 | $302K | Sell |
3,250
-250
| -7% | -$23.2K | 0.15% | 145 |
|
|
2021
Q3 | $330K | Sell |
3,500
-384
| -10% | -$36.2K | 0.17% | 137 |
|
|
2021
Q2 | $374K | Hold |
3,884
| – | – | 0.19% | 135 |
|
|
2021
Q1 | $350K | Hold |
3,884
| – | – | 0.19% | 138 |
|
|
2020
Q4 | $312K | Buy |
3,884
+116
| +3% | +$9.32K | 0.18% | 134 |
|
|
2020
Q3 | $247K | Buy |
+3,768
| New | +$247K | 0.18% | 135 |
|