Affinity Investment Advisors’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+429
| New | +$229K | 0.17% | 124 |
|
|
2022
Q1 | – | Sell |
-8,539
| Closed | -$1.09M | – | 201 |
|
|
2021
Q4 | $1.09M | Buy |
8,539
+35
| +0.4% | +$4.46K | 0.44% | 74 |
|
|
2021
Q3 | $981K | Sell |
8,504
-160
| -2% | -$18.5K | 0.44% | 72 |
|
|
2021
Q2 | $1.07M | Hold |
8,664
| – | – | 0.48% | 69 |
|
|
2021
Q1 | $972K | Hold |
8,664
| – | – | 0.36% | 81 |
|
|
2020
Q4 | $792K | Sell |
8,664
-33
| -0.4% | -$3.02K | 0.32% | 90 |
|
|
2020
Q3 | $589K | Hold |
8,697
| – | – | 0.26% | 96 |
|
|
2020
Q2 | $575K | Hold |
8,697
| – | – | 0.27% | 93 |
|
|
2020
Q1 | $533K | Buy |
8,697
+2,590
| +42% | +$159K | 0.27% | 76 |
|
|
2019
Q4 | $527K | Buy |
6,107
+33
| +0.5% | +$2.85K | 0.19% | 89 |
|
|
2019
Q3 | $523K | Hold |
6,074
| – | – | 0.16% | 78 |
|
|
2019
Q2 | $535K | Sell |
6,074
-600
| -9% | -$52.8K | 0.15% | 79 |
|
|
2019
Q1 | $488K | Buy |
6,674
+1,034
| +18% | +$75.6K | 0.1% | 81 |
|
|
2018
Q4 | $337K | Sell |
5,640
-1,704
| -23% | -$102K | 0.06% | 103 |
|
|
2018
Q3 | $552K | Buy |
7,344
+2,034
| +38% | +$153K | 0.07% | 86 |
|
|
2018
Q2 | $405K | Hold |
5,310
| – | – | 0.06% | 130 |
|
|
2018
Q1 | $414K | Buy |
5,310
+1,236
| +30% | +$96.4K | 0.05% | 118 |
|
|
2017
Q4 | $333K | Buy |
4,074
+49
| +1% | +$4.01K | 0.04% | 123 |
|
|
2017
Q3 | $279K | Buy |
+4,025
| New | +$279K | 0.03% | 139 |
|
|
2017
Q2 | – | Sell |
-5,501
| Closed | -$346K | – | 177 |
|
|
2017
Q1 | $346K | Buy |
5,501
+1,640
| +42% | +$103K | 0.03% | 137 |
|
|
2016
Q4 | $273K | Buy |
+3,861
| New | +$273K | 0.03% | 138 |
|