Madison 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
Q3 | – | Sell |
-2,790
| Closed | -$269K | – | 150 |
|
|
2021
Q2 | $269K | Sell |
2,790
-1,010
| -27% | -$97.4K | 0.06% | 133 |
|
|
2021
Q1 | $343K | Hold |
3,800
| – | – | 0.08% | 119 |
|
|
2020
Q4 | $305K | Hold |
3,800
| – | – | 0.08% | 120 |
|
|
2020
Q3 | $249K | Hold |
3,800
| – | – | 0.07% | 122 |
|
|
2020
Q2 | $236K | Buy |
+3,800
| New | +$236K | 0.08% | 114 |
|
|
2020
Q1 | – | Sell |
-3,800
| Closed | -$290K | – | 120 |
|
|
2019
Q4 | $290K | Buy |
+3,800
| New | +$290K | 0.08% | 120 |
|