Lockerman Financial Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,350
| Closed | -$267K | – | 107 |
|
2024
Q1 | $267K | Sell |
2,350
-193
| -8% | -$21.9K | 0.51% | 71 |
|
2023
Q4 | $248K | Sell |
2,543
-101
| -4% | -$9.83K | 0.57% | 64 |
|
2023
Q3 | $255K | Buy |
2,644
+21
| +0.8% | +$2.03K | 0.69% | 56 |
|
2023
Q2 | $237K | Buy |
2,623
+4
| +0.2% | +$362 | 0.66% | 57 |
|
2023
Q1 | $228K | Sell |
2,619
-22
| -0.8% | -$1.92K | 0.63% | 64 |
|
2022
Q4 | $254K | Buy |
+2,641
| New | +$254K | 0.74% | 51 |
|
2022
Q3 | – | Sell |
-2,641
| Closed | -$210K | – | 65 |
|
2022
Q2 | $210K | Hold |
2,641
| – | – | 0.67% | 57 |
|
2022
Q1 | $259K | Buy |
2,641
+291
| +12% | +$28.5K | 0.7% | 49 |
|
2021
Q4 | $218K | Buy |
+2,350
| New | +$218K | 0.57% | 59 |
|