Tacita Capital’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-580
| Closed | -$65.8K | – | 214 |
|
|
2024
Q1 | $65.8K | Hold |
580
| – | – | 0.05% | 127 |
|
|
2023
Q4 | $56.5K | Sell |
580
-170
| -23% | -$16.5K | 0.04% | 136 |
|
|
2023
Q3 | $72.4K | Hold |
750
| – | – | 0.06% | 124 |
|
|
2023
Q2 | $68K | Hold |
750
| – | – | 0.05% | 118 |
|
|
2023
Q1 | $65K | Buy |
750
+170
| +29% | +$14.7K | 0.05% | 114 |
|
|
2022
Q4 | $56K | Hold |
580
| – | – | 0.04% | 120 |
|
|
2022
Q3 | $42K | Buy |
580
+55
| +10% | +$3.98K | 0.03% | 133 |
|
|
2022
Q2 | $42K | Hold |
525
| – | – | 0.03% | 144 |
|
|
2022
Q1 | $51K | Hold |
525
| – | – | 0.03% | 145 |
|
|
2021
Q4 | $49K | Hold |
525
| – | – | 0.03% | 149 |
|
|
2021
Q3 | $49K | Hold |
525
| – | – | 0.03% | 142 |
|
|
2021
Q2 | $51K | Hold |
525
| – | – | 0.03% | 144 |
|
|
2021
Q1 | $47K | Buy |
+525
| New | +$47K | 0.03% | 152 |
|