Lee Financial’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-288
| Closed | -$28K | – | 365 |
|
|
2023
Q4 | $28K | Hold |
288
| – | – | ﹤0.01% | 279 |
|
|
2023
Q3 | $27.8K | Hold |
288
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $26K | Buy |
288
+61
| +27% | +$5.51K | ﹤0.01% | 271 |
|
|
2023
Q1 | $19.8K | Sell |
227
-11
| -5% | -$959 | ﹤0.01% | 307 |
|
|
2022
Q4 | $22.9K | Hold |
238
| – | – | ﹤0.01% | 326 |
|
|
2022
Q3 | $17K | Sell |
238
-54
| -18% | -$3.86K | ﹤0.01% | 350 |
|
|
2022
Q2 | $23K | Buy |
292
+7
| +2% | +$551 | ﹤0.01% | 319 |
|
|
2022
Q1 | $28K | Buy |
285
+280
| +5,600% | +$27.5K | 0.01% | 296 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 918 |
|
|
2020
Q3 | – | Sell |
-22
| Closed | -$1K | – | 538 |
|
|
2020
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 505 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 464 |
|
|
2019
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 463 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 496 |
|
|
2019
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 504 |
|
|
2019
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 472 |
|
|
2018
Q4 | – | Sell |
-49
| Closed | -$4K | – | 451 |
|
|
2018
Q3 | $4K | Sell |
49
-4,292
| -99% | -$350K | ﹤0.01% | 414 |
|
|
2018
Q2 | $300K | Sell |
4,341
-748
| -15% | -$51.7K | 0.07% | 124 |
|
|
2018
Q1 | $348K | Buy |
+5,089
| New | +$348K | 0.09% | 113 |
|