Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,754
| Closed | -$419K | – | 105 |
|
|
2020
Q2 | $419K | Sell |
6,754
-931
| -12% | -$57.8K | 0.14% | 91 |
|
|
2020
Q1 | $366K | Buy |
7,685
+280
| +4% | +$13.3K | 0.14% | 94 |
|
|
2019
Q4 | $565K | Sell |
7,405
-875
| -11% | -$66.8K | 0.19% | 84 |
|
|
2019
Q3 | $554K | Sell |
8,280
-3
| -0% | -$201 | 0.2% | 85 |
|
|
2019
Q2 | $553K | Sell |
8,283
-30
| -0.4% | -$2K | 0.22% | 84 |
|
|
2019
Q1 | $569K | Buy |
8,313
+913
| +12% | +$62.5K | 0.23% | 84 |
|
|
2018
Q4 | $442K | Sell |
7,400
-193
| -3% | -$11.5K | 0.21% | 92 |
|
|
2018
Q3 | $581K | Buy |
7,593
+156
| +2% | +$11.9K | 0.26% | 89 |
|
|
2018
Q2 | $514K | Buy |
7,437
+409
| +6% | +$28.3K | 0.25% | 93 |
|
|
2018
Q1 | $480K | Sell |
7,028
-397
| -5% | -$27.1K | 0.25% | 92 |
|
|
2017
Q4 | $517K | Buy |
7,425
+705
| +10% | +$49.1K | 0.28% | 87 |
|
|
2017
Q3 | $422K | Buy |
6,720
+1,620
| +32% | +$102K | 0.24% | 94 |
|
|
2017
Q2 | $304K | Buy |
+5,100
| New | +$304K | 0.18% | 103 |
|