Western Pacific Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-339
| Closed | -$32.7K | – | 255 |
|
|
2023
Q3 | $32.7K | Sell |
339
-100
| -23% | -$9.66K | 0.03% | 161 |
|
|
2023
Q2 | $39.7K | Sell |
439
-127
| -22% | -$11.5K | 0.03% | 155 |
|
|
2023
Q1 | $49.3K | Hold |
566
| – | – | 0.04% | 146 |
|
|
2022
Q4 | $54.4K | Buy |
566
+204
| +56% | +$19.6K | 0.05% | 130 |
|
|
2022
Q3 | $26K | Buy |
+362
| New | +$26K | 0.03% | 150 |
|