WR Wealth Planners’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 | $112K | Sell |
902
-311
| -26% | -$38.5K | 0.04% | 217 |
|
|
2024
Q3 | $133K | Buy |
1,213
+172
| +17% | +$18.8K | 0.04% | 232 |
|
|
2024
Q2 | $115K | Sell |
1,041
-123
| -11% | -$13.6K | 0.04% | 227 |
|
|
2024
Q1 | $132K | Buy |
+1,164
| New | +$132K | 0.04% | 223 |
|
|
2023
Q4 | – | Sell |
-1,365
| Closed | -$132K | – | 387 |
|
|
2023
Q3 | $132K | Buy |
1,365
+100
| +8% | +$9.66K | 0.05% | 209 |
|
|
2023
Q2 | $114K | Buy |
1,265
+255
| +25% | +$23.1K | 0.04% | 229 |
|
|
2023
Q1 | $88K | Buy |
1,010
+729
| +259% | +$63.5K | 0.04% | 250 |
|
|
2022
Q4 | $27K | Buy |
281
+1
| +0.4% | +$96 | 0.02% | 202 |
|
|
2022
Q3 | $20.5K | Sell |
280
-228
| -45% | -$16.7K | 0.01% | 203 |
|
|
2022
Q2 | $40.4K | Buy |
508
+3
| +0.6% | +$239 | 0.03% | 190 |
|
|
2022
Q1 | $49.6K | Buy |
+505
| New | +$49.6K | 0.03% | 171 |
|