V Wealth Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,745
| Closed | -$881K | – | 180 |
|
|
2023
Q2 | $881K | Buy |
9,745
+85
| +0.9% | +$7.68K | 0.15% | 140 |
|
|
2023
Q1 | $842K | Buy |
9,660
+79
| +0.8% | +$6.88K | 0.16% | 139 |
|
|
2022
Q4 | $920K | Buy |
9,581
+1,182
| +14% | +$114K | 0.19% | 125 |
|
|
2022
Q3 | $615K | Sell |
8,399
-887
| -10% | -$64.9K | 0.12% | 168 |
|
|
2022
Q2 | $739K | Buy |
9,286
+891
| +11% | +$70.9K | 0.14% | 170 |
|
|
2022
Q1 | $823K | Buy |
8,395
+484
| +6% | +$47.4K | 0.13% | 172 |
|
|
2021
Q4 | $735K | Sell |
7,911
-117
| -1% | -$10.9K | 0.11% | 187 |
|
|
2021
Q3 | $757K | Buy |
8,028
+985
| +14% | +$92.9K | 0.12% | 183 |
|
|
2021
Q2 | $677K | Buy |
7,043
+441
| +7% | +$42.4K | 0.11% | 213 |
|
|
2021
Q1 | $595K | Buy |
6,602
+3
| +0% | +$270 | 0.11% | 216 |
|
|
2020
Q4 | $530K | Buy |
+6,599
| New | +$530K | 0.11% | 201 |
|
|
2020
Q3 | – | Sell |
-6,732
| Closed | -$418K | – | 210 |
|
|
2020
Q2 | $418K | Sell |
6,732
-2,863
| -30% | -$178K | 0.11% | 213 |
|
|
2020
Q1 | $457K | Buy |
9,595
+4,008
| +72% | +$191K | 0.14% | 165 |
|
|
2019
Q4 | $373K | Hold |
5,587
| – | – | 0.13% | 174 |
|
|
2019
Q3 | $373K | Sell |
5,587
-478
| -8% | -$31.9K | 0.13% | 175 |
|
|
2019
Q2 | $406K | Buy |
6,065
+541
| +10% | +$36.2K | 0.15% | 154 |
|
|
2019
Q1 | $401K | Buy |
5,524
+259
| +5% | +$18.8K | 0.16% | 143 |
|
|
2018
Q4 | $319K | Sell |
5,265
-138
| -3% | -$8.36K | 0.16% | 148 |
|
|
2018
Q3 | $414K | Buy |
5,403
+136
| +3% | +$10.4K | 0.19% | 129 |
|
|
2018
Q2 | $372K | Buy |
5,267
+9
| +0.2% | +$636 | 0.21% | 120 |
|
|
2018
Q1 | $349K | Buy |
5,258
+315
| +6% | +$20.9K | 0.19% | 131 |
|
|
2017
Q4 | $361K | Sell |
4,943
-27
| -0.5% | -$1.97K | 0.18% | 133 |
|
|
2017
Q3 | $311K | Sell |
4,970
-45
| -0.9% | -$2.82K | 0.16% | 131 |
|
|
2017
Q2 | $301K | Sell |
5,015
-865
| -15% | -$51.9K | 0.14% | 136 |
|
|
2017
Q1 | $352K | Buy |
5,880
+881
| +18% | +$52.7K | 0.22% | 120 |
|
|
2016
Q4 | $281K | Buy |
4,999
+151
| +3% | +$8.49K | 0.21% | 135 |
|
|
2016
Q3 | $264K | Sell |
4,848
-107
| -2% | -$5.83K | 0.21% | 134 |
|
|
2016
Q2 | $258K | Buy |
4,955
+104
| +2% | +$5.42K | 0.21% | 128 |
|
|
2016
Q1 | $265K | Buy |
+4,851
| New | +$265K | 0.21% | 109 |
|