Rockbridge Investment 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
Q1 | – | Sell |
-157
| Closed | -$15.3K | – | 274 |
|
|
2023
Q4 | $15.3K | Buy |
+157
| New | +$15.3K | ﹤0.01% | 354 |
|
|
2022
Q3 | – | Sell |
-157
| Closed | -$12.5K | – | 258 |
|
|
2022
Q2 | $12.5K | Sell |
157
-150
| -49% | -$11.9K | ﹤0.01% | 344 |
|
|
2022
Q1 | $30.2K | Hold |
307
| – | – | ﹤0.01% | 363 |
|
|
2021
Q4 | $29K | Hold |
307
| – | – | ﹤0.01% | 427 |
|
|
2021
Q3 | $29K | Sell |
307
-9
| -3% | -$850 | ﹤0.01% | 392 |
|
|
2021
Q2 | $30K | Hold |
316
| – | – | 0.01% | 389 |
|
|
2021
Q1 | $29K | Sell |
316
-26
| -8% | -$2.39K | 0.01% | 361 |
|
|
2020
Q4 | $27K | Hold |
342
| – | – | 0.01% | 365 |
|
|
2020
Q3 | $22K | Hold |
342
| – | – | 0.01% | 366 |
|
|
2020
Q2 | $21K | Buy |
+342
| New | +$21K | 0.01% | 336 |
|