Peterson Financial Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $52.6K | Buy |
+481
| New | +$52.6K | 0.2% | 85 |
|
2023
Q1 | – | Sell |
-16,805
| Closed | -$1.61M | – | 36 |
|
2022
Q4 | $1.61M | Sell |
16,805
-9,566
| -36% | -$919K | 2.13% | 9 |
|
2022
Q3 | $1.93M | Buy |
26,371
+733
| +3% | +$53.7K | 1.88% | 13 |
|
2022
Q2 | $2.04M | Buy |
25,638
+2,054
| +9% | +$163K | 1.92% | 11 |
|
2022
Q1 | $2.31M | Buy |
23,584
+1,504
| +7% | +$147K | 1.92% | 12 |
|
2021
Q4 | $2.05M | Buy |
+22,080
| New | +$2.05M | 1.68% | 20 |
|