Liberty Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-219
| Closed | -$21K | – | 436 |
|
|
2021
Q3 | $21K | Sell |
219
-883
| -80% | -$84.7K | 0.01% | 631 |
|
|
2021
Q2 | $106K | Buy |
1,102
+2
| +0.2% | +$192 | 0.04% | 212 |
|
|
2021
Q1 | $88K | Hold |
1,100
| – | – | 0.04% | 197 |
|
|
2020
Q4 | $88K | Buy |
1,100
+21
| +2% | +$1.68K | 0.04% | 194 |
|
|
2020
Q3 | $71K | Sell |
1,079
-136
| -11% | -$8.95K | 0.04% | 190 |
|
|
2020
Q2 | $75K | Buy |
1,215
+127
| +12% | +$7.84K | 0.05% | 173 |
|
|
2020
Q1 | $52K | Buy |
1,088
+1
| +0.1% | +$48 | 0.05% | 207 |
|
|
2019
Q4 | $83K | Sell |
1,087
-34
| -3% | -$2.6K | 0.07% | 183 |
|
|
2019
Q3 | $75K | Sell |
1,121
-441
| -28% | -$29.5K | 0.07% | 175 |
|
|
2019
Q2 | $104K | Buy |
1,562
+548
| +54% | +$36.5K | 0.09% | 164 |
|
|
2019
Q1 | $69K | Hold |
1,014
| – | – | 0.05% | 174 |
|
|
2018
Q4 | $60K | Buy |
+1,014
| New | +$60K | 0.04% | 172 |
|