McKinley Carter Wealth Services’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,066
| Closed | -$203K | – | 292 |
|
|
2022
Q1 | $203K | Buy |
+2,066
| New | +$203K | 0.02% | 283 |
|
|
2021
Q4 | – | Sell |
-2,161
| Closed | -$204K | – | 292 |
|
|
2021
Q3 | $204K | Hold |
2,161
| – | – | 0.02% | 279 |
|
|
2021
Q2 | $208K | Buy |
+2,161
| New | +$208K | 0.02% | 276 |
|
|
2020
Q2 | – | Sell |
-11,564
| Closed | -$551K | – | 139 |
|
|
2020
Q1 | $551K | Sell |
11,564
-808
| -7% | -$38.5K | 0.16% | 85 |
|
|
2019
Q4 | $944K | Buy |
12,372
+594
| +5% | +$45.3K | 0.22% | 80 |
|
|
2019
Q3 | $787K | Buy |
11,778
+2,275
| +24% | +$152K | 0.2% | 84 |
|
|
2019
Q2 | $634K | Buy |
9,503
+882
| +10% | +$58.8K | 0.17% | 100 |
|
|
2019
Q1 | $590K | Buy |
8,621
+1,348
| +19% | +$92.3K | 0.17% | 99 |
|
|
2018
Q4 | $435K | Buy |
7,273
+1,580
| +28% | +$94.5K | 0.14% | 104 |
|
|
2018
Q3 | $436K | Buy |
5,693
+179
| +3% | +$13.7K | 0.13% | 106 |
|
|
2018
Q2 | $381K | Buy |
5,514
+1,231
| +29% | +$85.1K | 0.12% | 114 |
|
|
2018
Q1 | $293K | Buy |
+4,283
| New | +$293K | 0.1% | 130 |
|