MCIA
Mountain Capital Investment Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,885
| Closed | -$1.78M | – | 72 |
|
|
2023
Q1 | $1.78M | Buy |
20,885
+1,311
| +7% | +$112K | 0.79% | 41 |
|
|
2022
Q4 | $1.91M | Buy |
19,574
+2,815
| +17% | +$275K | 0.87% | 44 |
|
|
2022
Q3 | $1.36M | Sell |
16,759
-53
| -0.3% | -$4.3K | 0.71% | 49 |
|
|
2022
Q2 | $1.36M | Buy |
16,812
+484
| +3% | +$39.2K | 0.68% | 47 |
|
|
2022
Q1 | $1.52M | Sell |
16,328
-465
| -3% | -$43.3K | 0.72% | 49 |
|
|
2021
Q4 | $1.62M | Buy |
16,793
+3,532
| +27% | +$340K | 0.73% | 42 |
|
|
2021
Q3 | $1.28M | Buy |
13,261
+653
| +5% | +$63.1K | 0.68% | 46 |
|
|
2021
Q2 | $1.21M | Sell |
12,608
-1,193
| -9% | -$115K | 0.56% | 47 |
|
|
2021
Q1 | $1.25M | Buy |
13,801
+1,997
| +17% | +$181K | 0.63% | 50 |
|
|
2020
Q4 | $975K | Sell |
11,804
-2,899
| -20% | -$239K | 0.59% | 53 |
|
|
2020
Q3 | $1.02M | Buy |
+14,703
| New | +$1.02M | 0.66% | 59 |
|
|
2017
Q4 | – | Sell |
-2,119
| Closed | -$133K | – | 145 |
|
|
2017
Q3 | $133K | Sell |
2,119
-40
| -2% | -$2.51K | 0.12% | 47 |
|
|
2017
Q2 | $129K | Buy |
+2,159
| New | +$129K | 0.13% | 51 |
|