SEEDPG
S.E.E.D. Planning Group’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,141
| Closed | -$207K | – | 87 |
|
|
2023
Q3 | $207K | Sell |
2,141
-1,331
| -38% | -$129K | 0.08% | 78 |
|
|
2023
Q2 | $314K | Sell |
3,472
-143
| -4% | -$12.9K | 0.11% | 67 |
|
|
2023
Q1 | $315K | Sell |
3,615
-229
| -6% | -$20K | 0.12% | 69 |
|
|
2022
Q4 | $369K | Buy |
3,844
+256
| +7% | +$24.6K | 0.16% | 60 |
|
|
2022
Q3 | $263K | Buy |
3,588
+326
| +10% | +$23.9K | 0.12% | 65 |
|
|
2022
Q2 | $259K | Buy |
3,262
+531
| +19% | +$42.2K | 0.12% | 68 |
|
|
2022
Q1 | $268K | Buy |
2,731
+356
| +15% | +$34.9K | 0.11% | 71 |
|
|
2021
Q4 | $221K | Sell |
2,375
-213
| -8% | -$19.8K | 0.1% | 86 |
|
|
2021
Q3 | $244K | Buy |
2,588
+309
| +14% | +$29.1K | 0.12% | 70 |
|
|
2021
Q2 | $219K | Buy |
+2,279
| New | +$219K | 0.11% | 81 |
|