Surevest’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.2M | Buy |
43,727
+349
| +0.8% | +$25.6K | 0.87% | 46 |
|
|
2022
Q2 | $3.45M | Buy |
43,378
+1,128
| +3% | +$89.7K | 0.9% | 45 |
|
|
2022
Q1 | $4.14M | Sell |
42,250
-8,655
| -17% | -$849K | 1% | 32 |
|
|
2021
Q4 | $4.73M | Sell |
50,905
-1,103
| -2% | -$103K | 1.12% | 40 |
|
|
2021
Q3 | $4.9M | Buy |
52,008
+2,319
| +5% | +$218K | 1.24% | 25 |
|
|
2021
Q2 | $4.78M | Sell |
49,689
-4,301
| -8% | -$414K | 1.25% | 29 |
|
|
2021
Q1 | $4.87M | Sell |
53,990
-3,583
| -6% | -$323K | 1.47% | 19 |
|
|
2020
Q4 | $4.63M | Sell |
57,573
-437
| -0.8% | -$35.1K | 1.54% | 17 |
|
|
2020
Q3 | $3.8M | Buy |
58,010
+2,544
| +5% | +$167K | 1.5% | 22 |
|
|
2020
Q2 | $3.44M | Buy |
55,466
+5,342
| +11% | +$331K | 1.52% | 19 |
|
|
2020
Q1 | $2.39M | Buy |
50,124
+22,256
| +80% | +$1.06M | 1.3% | 35 |
|
|
2019
Q4 | $2.13M | Buy |
27,868
+7,199
| +35% | +$549K | 0.91% | 46 |
|
|
2019
Q3 | $1.38M | Buy |
20,669
+2,802
| +16% | +$187K | 0.68% | 65 |
|
|
2019
Q2 | $1.19M | Buy |
17,867
+8,194
| +85% | +$547K | 0.62% | 70 |
|
|
2019
Q1 | $662K | Buy |
9,673
+5,566
| +136% | +$381K | 0.41% | 80 |
|
|
2018
Q4 | $245K | Buy |
+4,107
| New | +$245K | 0.19% | 116 |
|