SWA
Sutton Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $39.8K | Buy |
412
+40
| +11% | +$3.86K | 0.02% | 259 |
|
|
2023
Q2 | $33.6K | Sell |
372
-1
| -0.3% | -$90 | 0.02% | 276 |
|
|
2023
Q1 | $32.5K | Sell |
373
-518
| -58% | -$45.1K | 0.02% | 249 |
|
|
2022
Q4 | $85.6K | Sell |
891
-33
| -4% | -$3.17K | 0.03% | 277 |
|
|
2022
Q3 | $67.7K | Buy |
924
+33
| +4% | +$2.42K | 0.03% | 314 |
|
|
2022
Q2 | $70.9K | Buy |
891
+21
| +2% | +$1.67K | 0.03% | 299 |
|
|
2022
Q1 | $85.3K | Buy |
870
+9
| +1% | +$882 | 0.03% | 279 |
|
|
2021
Q4 | $80K | Sell |
861
-4
| -0.5% | -$372 | 0.03% | 303 |
|
|
2021
Q3 | $81.5K | Buy |
865
+4
| +0.5% | +$377 | 0.03% | 276 |
|
|
2021
Q2 | $82.9K | Hold |
861
| – | – | 0.03% | 280 |
|
|
2021
Q1 | $77.7K | Buy |
861
+10
| +1% | +$902 | 0.03% | 278 |
|
|
2020
Q4 | $68.4K | Buy |
851
+22
| +3% | +$1.77K | 0.03% | 285 |
|
|
2020
Q3 | $54.4K | Hold |
829
| – | – | 0.03% | 291 |
|
|
2020
Q2 | $51.4K | Sell |
829
-7
| -0.8% | -$434 | 0.03% | 294 |
|
|
2020
Q1 | $39.8K | Buy |
836
+45
| +6% | +$2.14K | 0.03% | 313 |
|
|
2019
Q4 | $60.3K | Hold |
791
| – | – | 0.03% | 277 |
|
|
2019
Q3 | $52.9K | Hold |
791
| – | – | 0.03% | 287 |
|
|
2019
Q2 | $52.8K | Sell |
791
-25
| -3% | -$1.67K | 0.03% | 287 |
|
|
2019
Q1 | $55.9K | Buy |
816
+25
| +3% | +$1.71K | 0.03% | 271 |
|
|
2018
Q4 | $47.3K | Sell |
791
-122
| -13% | -$7.29K | 0.03% | 283 |
|
|
2018
Q3 | $69.9K | Hold |
913
| – | – | 0.05% | 235 |
|
|
2018
Q2 | $63.1K | Buy |
913
+44
| +5% | +$3.04K | 0.04% | 241 |
|
|
2018
Q1 | $59.4K | Hold |
869
| – | – | 0.04% | 246 |
|
|
2017
Q4 | $60.6K | Hold |
869
| – | – | 0.04% | 244 |
|
|
2017
Q3 | $54.6K | Hold |
869
| – | – | 0.04% | 258 |
|
|
2017
Q2 | $51.8K | Buy |
869
+20
| +2% | +$1.19K | 0.04% | 258 |
|
|
2017
Q1 | $50.8K | Sell |
849
-11
| -1% | -$658 | 0.04% | 260 |
|
|
2016
Q4 | $47.9K | Hold |
860
| – | – | 0.04% | 272 |
|
|
2016
Q3 | $46.9K | Hold |
860
| – | – | 0.04% | 266 |
|
|
2016
Q2 | $44.9K | Hold |
860
| – | – | 0.04% | 259 |
|
|
2016
Q1 | $46.8K | Buy |
+860
| New | +$46.8K | 0.04% | 256 |
|