Mosaic Family Wealth’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.4M | Sell |
15,098
-8,377
| -36% | -$779K | 0.37% | 40 |
|
|
2021
Q3 | $2.21M | Buy |
23,475
+676
| +3% | +$63.7K | 0.61% | 25 |
|
|
2021
Q2 | $2.19M | Buy |
22,799
+9
| +0% | +$866 | 0.63% | 24 |
|
|
2021
Q1 | $2.06M | Sell |
22,790
-808
| -3% | -$72.9K | 0.59% | 25 |
|
|
2020
Q4 | $1.9M | Buy |
23,598
+513
| +2% | +$41.2K | 0.63% | 26 |
|
|
2020
Q3 | $1.51M | Sell |
23,085
-587
| -2% | -$38.5K | 0.57% | 26 |
|
|
2020
Q2 | $1.47M | Buy |
23,672
+314
| +1% | +$19.5K | 0.61% | 24 |
|
|
2020
Q1 | $1.11M | Buy |
23,358
+8,270
| +55% | +$394K | 0.56% | 27 |
|
|
2019
Q4 | $1.15M | Sell |
15,088
-587
| -4% | -$44.8K | 0.46% | 32 |
|
|
2019
Q3 | $1.05M | Buy |
15,675
+379
| +2% | +$25.3K | 0.43% | 37 |
|
|
2019
Q2 | $1.02M | Buy |
15,296
+150
| +1% | +$10K | 0.43% | 35 |
|
|
2019
Q1 | $1.04M | Buy |
15,146
+13
| +0.1% | +$890 | 0.42% | 33 |
|
|
2018
Q4 | $904K | Sell |
15,133
-247
| -2% | -$14.8K | 0.37% | 38 |
|
|
2018
Q3 | $1.03M | Sell |
15,380
-159
| -1% | -$10.6K | 0.42% | 36 |
|
|
2018
Q2 | $1.07M | Sell |
15,539
-489
| -3% | -$33.8K | 0.41% | 36 |
|
|
2018
Q1 | $1.1M | Sell |
16,028
-1,687
| -10% | -$115K | 0.4% | 39 |
|
|
2017
Q4 | $1.24M | Sell |
17,715
-31,690
| -64% | -$2.21M | 0.45% | 35 |
|
|
2017
Q3 | $3.11M | Sell |
49,405
-3,597
| -7% | -$226K | 1.2% | 10 |
|
|
2017
Q2 | $3.16M | Buy |
53,002
+31,626
| +148% | +$1.89M | 1.32% | 8 |
|
|
2017
Q1 | $1.28M | Sell |
21,376
-462
| -2% | -$27.7K | 0.55% | 27 |
|
|
2016
Q4 | $1.22M | Sell |
21,838
-2,273
| -9% | -$127K | 0.56% | 28 |
|
|
2016
Q3 | $1.31M | Buy |
24,111
+4,104
| +21% | +$224K | 0.61% | 26 |
|
|
2016
Q2 | $1.04M | Buy |
20,007
+4,473
| +29% | +$233K | 0.51% | 30 |
|
|
2016
Q1 | $844K | Sell |
15,534
-8,180
| -34% | -$444K | 0.41% | 46 |
|
|
2015
Q4 | $1.13M | Buy |
+23,714
| New | +$1.13M | 0.51% | 32 |
|