TWA
Tandem Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,875
| Closed | -$280K | – | 57 |
|
|
2023
Q4 | $280K | Hold |
2,875
| – | – | 0.16% | 41 |
|
|
2023
Q3 | $278K | Sell |
2,875
-35
| -1% | -$3.38K | 0.17% | 37 |
|
|
2023
Q2 | $263K | Sell |
2,910
-11
| -0.4% | -$994 | 0.16% | 38 |
|
|
2023
Q1 | $255K | Sell |
2,921
-31
| -1% | -$2.7K | 0.16% | 36 |
|
|
2022
Q4 | $284K | Buy |
+2,952
| New | +$284K | 0.18% | 36 |
|