AE Wealth Management’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
817
-41
| -5% | -$21.9K | ﹤0.01% | 974 |
|
|
2025
Q1 | $317K | Sell |
858
-1,183
| -58% | -$437K | ﹤0.01% | 1061 |
|
|
2024
Q4 | $927K | Buy |
2,041
+372
| +22% | +$169K | 0.01% | 716 |
|
|
2024
Q3 | $719K | Buy |
1,669
+40
| +2% | +$17.2K | 0.01% | 788 |
|
|
2024
Q2 | $595K | Buy |
1,629
+1,055
| +184% | +$385K | 0.01% | 838 |
|
|
2024
Q1 | $201K | Sell |
574
-1,492
| -72% | -$523K | ﹤0.01% | 1101 |
|
|
2023
Q4 | $463K | Buy |
2,066
+662
| +47% | +$148K | ﹤0.01% | 1472 |
|
|
2023
Q3 | $295K | Buy |
+1,404
| New | +$295K | ﹤0.01% | 1618 |
|