Sugarloaf Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $134K | Buy |
1,081
+3
| +0.3% | +$372 | 0.03% | 209 |
|
|
2024
Q3 | $118K | Buy |
1,078
+5
| +0.5% | +$547 | 0.02% | 226 |
|
|
2024
Q2 | $118K | Buy |
1,073
+4
| +0.4% | +$441 | 0.02% | 214 |
|
|
2024
Q1 | $121K | Buy |
1,069
+4
| +0.4% | +$454 | 0.03% | 210 |
|
|
2023
Q4 | $104K | Buy |
1,065
+5
| +0.5% | +$487 | 0.03% | 215 |
|
|
2023
Q3 | $102K | Buy |
1,060
+4
| +0.4% | +$386 | 0.03% | 211 |
|
|
2023
Q2 | $95.4K | Buy |
1,056
+6
| +0.6% | +$542 | 0.02% | 210 |
|
|
2023
Q1 | $91.6K | Sell |
1,050
-11
| -1% | -$959 | 0.02% | 208 |
|
|
2022
Q4 | $102K | Sell |
1,061
-181
| -15% | -$17.4K | 0.03% | 189 |
|
|
2022
Q3 | $91K | Buy |
1,242
+5
| +0.4% | +$366 | 0.02% | 204 |
|
|
2022
Q2 | $98K | Buy |
1,237
+5
| +0.4% | +$396 | 0.02% | 186 |
|
|
2022
Q1 | $121K | Buy |
1,232
+4
| +0.3% | +$393 | 0.03% | 170 |
|
|
2021
Q4 | $114K | Buy |
1,228
+5
| +0.4% | +$464 | 0.03% | 181 |
|
|
2021
Q3 | $115K | Buy |
1,223
+3
| +0.2% | +$282 | 0.03% | 175 |
|
|
2021
Q2 | $117K | Buy |
1,220
+5
| +0.4% | +$480 | 0.03% | 167 |
|
|
2021
Q1 | $110 | Buy |
1,215
+4
| +0.3% | – | 0.03% | 172 |
|
|
2020
Q4 | $97K | Buy |
1,211
+5
| +0.4% | +$400 | 0.03% | 177 |
|
|
2020
Q3 | $79K | Buy |
1,206
+6
| +0.5% | +$393 | 0.03% | 177 |
|
|
2020
Q2 | $74K | Buy |
1,200
+5
| +0.4% | +$308 | 0.03% | 189 |
|
|
2020
Q1 | $57K | Sell |
1,195
-218
| -15% | -$10.4K | 0.03% | 209 |
|
|
2019
Q4 | $108K | Buy |
+1,413
| New | +$108K | 0.05% | 173 |
|