Old North State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,021
| Closed | -$457K | – | 101 |
|
|
2024
Q1 | $457K | Sell |
4,021
-1,502
| -27% | -$171K | 0.3% | 54 |
|
|
2023
Q4 | $538K | Buy |
5,523
+1,145
| +26% | +$112K | 0.4% | 54 |
|
|
2023
Q3 | $423K | Buy |
4,378
+702
| +19% | +$67.9K | 0.37% | 54 |
|
|
2023
Q2 | $333K | Buy |
3,676
+216
| +6% | +$19.6K | 0.29% | 56 |
|
|
2023
Q1 | $302K | Buy |
+3,460
| New | +$302K | 0.28% | 55 |
|