Kalos Management’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 | – | Sell |
-216
| Closed | -$18.8K | – | 199 |
|
|
2023
Q1 | $18.8K | Buy |
+216
| New | +$18.8K | 0.04% | 155 |
|
|
2022
Q1 | – | Sell |
-3,073
| Closed | -$299K | – | 216 |
|
|
2021
Q4 | $299K | Buy |
3,073
+30
| +1% | +$2.92K | 0.08% | 225 |
|
|
2021
Q3 | $297K | Buy |
+3,043
| New | +$297K | 0.08% | 220 |
|
|
2021
Q2 | – | Sell |
-3,306
| Closed | -$314K | – | 276 |
|
|
2021
Q1 | $314K | Buy |
+3,306
| New | +$314K | 0.1% | 214 |
|
|
2016
Q1 | – | Hold |
0
| – | -$4K | – | 245 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 472 |
|