TrueWealth LLC’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $96K | Hold |
1,547
| – | – | 0.04% | 206 |
|
|
2020
Q1 | $74K | Sell |
1,547
-4,212
| -73% | -$201K | 0.04% | 212 |
|
|
2019
Q4 | $439K | Sell |
5,759
-1,000
| -15% | -$76.2K | 0.18% | 84 |
|
|
2019
Q3 | $452K | Hold |
6,759
| – | – | 0.2% | 77 |
|
|
2019
Q2 | $451K | Sell |
6,759
-255
| -4% | -$17K | 0.2% | 76 |
|
|
2019
Q1 | $480K | Buy |
7,014
+55
| +0.8% | +$3.76K | 0.22% | 74 |
|
|
2018
Q4 | $416K | Buy |
6,959
+4,207
| +153% | +$251K | 0.21% | 78 |
|
|
2018
Q3 | $211K | Sell |
2,752
-203
| -7% | -$15.6K | 0.1% | 126 |
|
|
2018
Q2 | $204K | Buy |
2,955
+250
| +9% | +$17.3K | 0.1% | 126 |
|
|
2018
Q1 | $185K | Sell |
2,705
-17
| -0.6% | -$1.16K | 0.09% | 132 |
|
|
2017
Q4 | $190K | Buy |
+2,722
| New | +$190K | 0.09% | 140 |
|