KWB Wealth’s Emerson Electric EMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,163
Closed -$201K 107
2022
Q1
$201K Hold
2,163
0.03% 88
2021
Q4
$201K Buy
2,163
+2
+0.1% +$186 0.03% 88
2021
Q3
$204K Buy
+2,161
New +$204K 0.04% 84