Ropes Wealth Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $675K | Sell |
6,992
-759
| -10% | -$73.3K | 0.13% | 128 |
|
|
2023
Q2 | $701K | Buy |
7,751
+98
| +1% | +$8.86K | 0.12% | 145 |
|
|
2023
Q1 | $667K | Sell |
7,653
-653
| -8% | -$56.9K | 0.12% | 146 |
|
|
2022
Q4 | $798K | Buy |
8,306
+766
| +10% | +$73.6K | 0.14% | 134 |
|
|
2022
Q3 | $552K | Hold |
7,540
| – | – | 0.12% | 147 |
|
|
2022
Q2 | $600K | Hold |
7,540
| – | – | 0.12% | 144 |
|
|
2022
Q1 | $739K | Buy |
7,540
+13
| +0.2% | +$1.27K | 0.13% | 152 |
|
|
2021
Q4 | $700K | Buy |
7,527
+44
| +0.6% | +$4.09K | 0.12% | 138 |
|
|
2021
Q3 | $705K | Sell |
7,483
-29
| -0.4% | -$2.73K | 0.11% | 149 |
|
|
2021
Q2 | $723K | Hold |
7,512
| – | – | 0.11% | 143 |
|
|
2021
Q1 | $716K | Sell |
7,512
-71
| -0.9% | -$6.77K | 0.13% | 135 |
|
|
2020
Q4 | $609K | Sell |
7,583
-2,819
| -27% | -$226K | 0.09% | 140 |
|
|
2020
Q3 | $682K | Buy |
10,402
+503
| +5% | +$33K | 0.13% | 121 |
|
|
2020
Q2 | $614K | Sell |
9,899
-145
| -1% | -$8.99K | 0.13% | 119 |
|
|
2020
Q1 | $479K | Sell |
10,044
-1,206
| -11% | -$57.5K | 0.12% | 118 |
|
|
2019
Q4 | $858K | Sell |
11,250
-782
| -6% | -$59.6K | 0.18% | 100 |
|
|
2019
Q3 | $804K | Buy |
12,032
+100
| +0.8% | +$6.68K | 0.17% | 108 |
|
|
2019
Q2 | $796K | Sell |
11,932
-265
| -2% | -$17.7K | 0.17% | 100 |
|
|
2019
Q1 | $835K | Buy |
12,197
+146
| +1% | +$10K | 0.22% | 99 |
|
|
2018
Q4 | $720K | Sell |
12,051
-6,380
| -35% | -$381K | 0.21% | 104 |
|
|
2018
Q3 | $1.41M | Sell |
18,431
-730
| -4% | -$55.9K | 0.35% | 67 |
|
|
2018
Q2 | $1.33M | Buy |
19,161
+295
| +2% | +$20.4K | 0.36% | 66 |
|
|
2018
Q1 | $1.29M | Buy |
18,866
+961
| +5% | +$65.7K | 0.35% | 70 |
|
|
2017
Q4 | $1.25M | Sell |
17,905
-874
| -5% | -$60.9K | 0.33% | 73 |
|
|
2017
Q3 | $1.18M | Sell |
18,779
-1,830
| -9% | -$115K | 0.32% | 72 |
|
|
2017
Q2 | $1.23M | Buy |
20,609
+796
| +4% | +$47.5K | 0.35% | 65 |
|
|
2017
Q1 | $1.19M | Buy |
19,813
+12
| +0.1% | +$718 | 0.34% | 67 |
|
|
2016
Q4 | $1.1M | Buy |
19,801
+2,005
| +11% | +$112K | 0.35% | 66 |
|
|
2016
Q3 | $970K | Sell |
17,796
-280
| -2% | -$15.3K | 0.33% | 67 |
|
|
2016
Q2 | $943K | Buy |
18,076
+3,885
| +27% | +$203K | 0.33% | 65 |
|
|
2016
Q1 | $772K | Buy |
14,191
+863
| +6% | +$46.9K | 0.34% | 61 |
|
|
2015
Q4 | $637K | Buy |
13,328
+77
| +0.6% | +$3.68K | 0.28% | 72 |
|
|
2015
Q3 | $585K | Sell |
13,251
-1,553
| -10% | -$68.6K | 0.31% | 58 |
|
|
2015
Q2 | $821K | Sell |
14,804
-701
| -5% | -$38.9K | 0.45% | 46 |
|
|
2015
Q1 | $878K | Buy |
+15,505
| New | +$878K | 0.46% | 50 |
|