Strategic Wealth Management Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $295K | Buy |
3,069
+2
| +0.1% | +$192 | 0.11% | 100 |
|
|
2021
Q1 | $277K | Sell |
3,067
-123
| -4% | -$11.1K | 0.11% | 111 |
|
|
2020
Q4 | $256K | Sell |
3,190
-11
| -0.3% | -$883 | 0.11% | 105 |
|
|
2020
Q3 | $210K | Buy |
+3,201
| New | +$210K | 0.1% | 109 |
|
|
2020
Q1 | – | Sell |
-2,890
| Closed | -$220K | – | 93 |
|
|
2019
Q4 | $220K | Buy |
+2,890
| New | +$220K | 0.14% | 87 |
|