TFO Wealth Partners’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 |
-228
| Closed | -$25.9K | – | 263 |
|
|
2024
Q1 | $25.9K | Hold |
228
| – | – | 0.01% | 73 |
|
|
2023
Q4 | $22.2K | Sell |
228
-12
| -5% | -$1.17K | ﹤0.01% | 78 |
|
|
2023
Q3 | $21.7K | Buy |
240
+12
| +5% | +$1.09K | ﹤0.01% | 145 |
|
|
2023
Q2 | $20.6K | Hold |
228
| – | – | ﹤0.01% | 137 |
|
|
2023
Q1 | $19.9K | Sell |
228
-127
| -36% | -$11.1K | ﹤0.01% | 96 |
|
|
2022
Q4 | $43.4K | Buy |
+355
| New | +$43.4K | 0.01% | 59 |
|