Well Done LLC’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,080
| Closed | -$202K | – | 188 |
|
|
2023
Q4 | $202K | Buy |
2,080
+8
| +0.4% | +$779 | 0.04% | 178 |
|
|
2023
Q3 | $200K | Buy |
+2,072
| New | +$200K | 0.04% | 157 |
|
|
2023
Q2 | – | Sell |
-2,376
| Closed | -$207K | – | 173 |
|
|
2023
Q1 | $207K | Sell |
2,376
-1
| -0% | -$87 | 0.04% | 165 |
|
|
2022
Q4 | $228K | Buy |
+2,377
| New | +$228K | 0.05% | 162 |
|
|
2022
Q2 | – | Sell |
-2,312
| Closed | -$227K | – | 177 |
|
|
2022
Q1 | $227K | Sell |
2,312
-500
| -18% | -$49.1K | 0.05% | 170 |
|
|
2021
Q4 | $261K | Hold |
2,812
| – | – | 0.05% | 150 |
|
|
2021
Q3 | $265K | Buy |
2,812
+240
| +9% | +$22.6K | 0.06% | 146 |
|
|
2021
Q2 | $248K | Hold |
2,572
| – | – | 0.05% | 147 |
|
|
2021
Q1 | $232K | Hold |
2,572
| – | – | 0.05% | 149 |
|
|
2020
Q4 | $207K | Buy |
+2,572
| New | +$207K | 0.05% | 142 |
|
|
2019
Q1 | – | Sell |
-2,088
| Closed | -$125K | – | 298 |
|
|
2018
Q4 | $125K | Buy |
+2,088
| New | +$125K | 0.04% | 175 |
|
|
2018
Q2 | – | Sell |
-2,072
| Closed | -$142K | – | 239 |
|
|
2018
Q1 | $142K | Buy |
+2,072
| New | +$142K | 0.04% | 131 |
|