JWM
Janiczek Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $118K | Hold |
1,069
| – | – | 0.02% | 255 |
|
|
2024
Q1 | $121K | Sell |
1,069
-151
| -12% | -$17.1K | 0.03% | 260 |
|
|
2023
Q4 | $119K | Sell |
1,220
-547
| -31% | -$53.2K | 0.03% | 242 |
|
|
2023
Q3 | $171K | Buy |
1,767
+556
| +46% | +$53.7K | 0.05% | 163 |
|
|
2023
Q2 | $109K | Sell |
1,211
-3
| -0.2% | -$271 | 0.03% | 200 |
|
|
2023
Q1 | $105K | Sell |
1,214
-34
| -3% | -$2.94K | 0.03% | 204 |
|
|
2022
Q4 | $122K | Buy |
1,248
+93
| +8% | +$9.12K | 0.03% | 193 |
|
|
2022
Q3 | $91K | Buy |
1,155
+584
| +102% | +$46K | 0.03% | 214 |
|
|
2022
Q2 | $51K | Buy |
571
+64
| +13% | +$5.72K | 0.02% | 301 |
|
|
2022
Q1 | $50K | Sell |
507
-122
| -19% | -$12K | 0.01% | 299 |
|
|
2021
Q4 | $58K | Buy |
629
+94
| +18% | +$8.67K | 0.02% | 281 |
|
|
2021
Q3 | $50K | Sell |
535
-10
| -2% | -$935 | 0.02% | 286 |
|
|
2021
Q2 | $52K | Buy |
545
+14
| +3% | +$1.34K | 0.02% | 242 |
|
|
2021
Q1 | $48K | Buy |
531
+86
| +19% | +$7.77K | 0.02% | 233 |
|
|
2020
Q4 | $36K | Buy |
445
+280
| +170% | +$22.7K | 0.02% | 254 |
|
|
2020
Q3 | $11K | Hold |
165
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $10K | Buy |
+165
| New | +$10K | 0.01% | 143 |
|