SWM
Selective Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-300
| Closed | -$22K | – | 284 |
|
|
2022
Q3 | $22K | Hold |
300
| – | – | 0.01% | 411 |
|
|
2022
Q2 | $24K | Hold |
300
| – | – | 0.01% | 438 |
|
|
2022
Q1 | $29K | Sell |
300
-200
| -40% | -$19.3K | 0.01% | 392 |
|
|
2021
Q4 | $46K | Hold |
500
| – | – | 0.02% | 280 |
|
|
2021
Q3 | $47K | Hold |
500
| – | – | 0.02% | 261 |
|
|
2021
Q2 | $48K | Hold |
500
| – | – | 0.04% | 193 |
|
|
2021
Q1 | $45K | Buy |
+500
| New | +$45K | 0.04% | 134 |
|