TWM
Tolleson Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,031
| Closed | -$222K | – | 106 |
|
|
2024
Q3 | $222K | Buy |
+2,031
| New | +$222K | 0.04% | 79 |
|
|
2024
Q2 | – | Sell |
-2,021
| Closed | -$229K | – | 82 |
|
|
2024
Q1 | $229K | Sell |
2,021
-31
| -2% | -$3.51K | 0.04% | 78 |
|
|
2023
Q4 | $200K | Buy |
+2,052
| New | +$200K | 0.04% | 81 |
|