LWP
Lumature Wealth Partners’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $280K | Sell |
3,093
-7
| -0.2% | -$633 | 0.17% | 118 |
|
|
2023
Q1 | $270K | Buy |
3,100
+48
| +2% | +$4.18K | 0.15% | 116 |
|
|
2022
Q4 | $293K | Sell |
3,052
-56
| -2% | -$5.38K | 0.16% | 107 |
|
|
2022
Q3 | $228K | Buy |
3,108
+155
| +5% | +$11.4K | 0.12% | 132 |
|
|
2022
Q2 | $235K | Buy |
2,953
+195
| +7% | +$15.5K | 0.1% | 142 |
|
|
2022
Q1 | $270K | Buy |
2,758
+2,558
| +1,279% | +$250K | 0.11% | 130 |
|
|
2021
Q4 | $19K | Hold |
200
| – | – | 0.01% | 293 |
|
|
2021
Q3 | $19K | Hold |
200
| – | – | 0.01% | 296 |
|
|
2021
Q2 | $19K | Hold |
200
| – | – | 0.01% | 264 |
|
|
2021
Q1 | $18K | Buy |
+200
| New | +$18K | 0.01% | 266 |
|