MWPCG
Measured Wealth Private Client Group’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,791
| Closed | -$260K | – | 183 |
|
|
2021
Q4 | $260K | Sell |
2,791
-1,664
| -37% | -$155K | 0.09% | 135 |
|
|
2021
Q3 | $420K | Sell |
4,455
-789
| -15% | -$74.4K | 0.16% | 80 |
|
|
2021
Q2 | $505K | Buy |
5,244
+702
| +15% | +$67.6K | 0.16% | 78 |
|
|
2021
Q1 | $410K | Sell |
4,542
-182
| -4% | -$16.4K | 0.15% | 79 |
|
|
2020
Q4 | $380K | Sell |
4,724
-731
| -13% | -$58.8K | 0.16% | 76 |
|
|
2020
Q3 | $358K | Sell |
5,455
-499
| -8% | -$32.7K | 0.17% | 75 |
|
|
2020
Q2 | $369K | Buy |
+5,954
| New | +$369K | 0.22% | 61 |
|
|
2019
Q2 | – | Sell |
-3,018
| Closed | -$207K | – | 207 |
|
|
2019
Q1 | $207K | Buy |
+3,018
| New | +$207K | 0.13% | 167 |
|
|
2018
Q4 | – | Sell |
-1,387
| Closed | -$106K | – | 275 |
|
|
2018
Q3 | $106K | Buy |
+1,387
| New | +$106K | 0.06% | 229 |
|