TrinityPoint Wealth’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $309K | Buy |
2,492
+50
| +2% | +$6.2K | 0.04% | 264 |
|
|
2024
Q3 | $267K | Buy |
2,442
+18
| +0.7% | +$1.97K | 0.04% | 278 |
|
|
2024
Q2 | $267K | Sell |
2,424
-3
| -0.1% | -$331 | 0.04% | 262 |
|
|
2024
Q1 | $275K | Sell |
2,427
-87
| -3% | -$9.87K | 0.05% | 255 |
|
|
2023
Q4 | $245K | Buy |
2,514
+80
| +3% | +$7.79K | 0.04% | 267 |
|
|
2023
Q3 | $235K | Buy |
2,434
+43
| +2% | +$4.15K | 0.05% | 254 |
|
|
2023
Q2 | $216K | Sell |
2,391
-922
| -28% | -$83.3K | 0.04% | 257 |
|
|
2023
Q1 | $289K | Buy |
3,313
+91
| +3% | +$7.93K | 0.06% | 218 |
|
|
2022
Q4 | $309K | Sell |
3,222
-34
| -1% | -$3.27K | 0.07% | 213 |
|
|
2022
Q3 | $238K | Sell |
3,256
-129
| -4% | -$9.43K | 0.05% | 238 |
|
|
2022
Q2 | $269K | Sell |
3,385
-445
| -12% | -$35.4K | 0.06% | 224 |
|
|
2022
Q1 | $376K | Buy |
3,830
+400
| +12% | +$39.3K | 0.07% | 212 |
|
|
2021
Q4 | $319K | Buy |
3,430
+201
| +6% | +$18.7K | 0.06% | 245 |
|
|
2021
Q3 | $304K | Buy |
+3,229
| New | +$304K | 0.06% | 239 |
|