Sarah T. Connolly’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,534
| Closed | -$438K | – | 32 |
|
|
2023
Q3 | $438K | Sell |
4,534
-300
| -6% | -$29K | 0.29% | 67 |
|
|
2023
Q2 | $437K | Hold |
4,834
| – | – | 0.26% | 74 |
|
|
2023
Q1 | $421K | Hold |
4,834
| – | – | 0.27% | 74 |
|
|
2022
Q4 | $464K | Hold |
4,834
| – | – | 0.32% | 73 |
|
|
2022
Q3 | $354K | Hold |
4,834
| – | – | 0.26% | 79 |
|
|
2022
Q2 | $384K | Hold |
4,834
| – | – | 0.26% | 76 |
|
|
2022
Q1 | $474K | Hold |
4,834
| – | – | 0.28% | 72 |
|
|
2021
Q4 | $449K | Hold |
4,834
| – | – | 0.25% | 75 |
|
|
2021
Q3 | $455K | Hold |
4,834
| – | – | 0.37% | 72 |
|
|
2021
Q2 | $465K | Hold |
4,834
| – | – | 0.38% | 70 |
|
|
2021
Q1 | $436K | Hold |
4,834
| – | – | 0.39% | 71 |
|
|
2020
Q4 | $389K | Buy |
+4,834
| New | +$389K | 0.36% | 75 |
|