Zhang Financial’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,133
| Closed | -$273K | – | 251 |
|
|
2023
Q1 | $273K | Buy |
3,133
+57
| +2% | +$4.97K | 0.03% | 198 |
|
|
2022
Q4 | $295K | Buy |
+3,076
| New | +$295K | 0.04% | 185 |
|
|
2022
Q2 | – | Sell |
-2,651
| Closed | -$260K | – | 222 |
|
|
2022
Q1 | $260K | Buy |
2,651
+42
| +2% | +$4.12K | 0.04% | 188 |
|
|
2021
Q4 | $242K | Buy |
2,609
+15
| +0.6% | +$1.39K | 0.04% | 180 |
|
|
2021
Q3 | $244K | Buy |
+2,594
| New | +$244K | 0.06% | 143 |
|