Aspen Investment Management’s Emcor EME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,755
| Closed | -$378K | – | 156 |
|
2023
Q4 | $378K | Sell |
1,755
-30
| -2% | -$6.46K | 0.21% | 105 |
|
2023
Q3 | $375K | Buy |
+1,785
| New | +$375K | 0.23% | 105 |
|
2022
Q1 | – | Sell |
-3,814
| Closed | -$486K | – | 146 |
|
2021
Q4 | $486K | Sell |
3,814
-128
| -3% | -$16.3K | 0.24% | 107 |
|
2021
Q3 | $455K | Sell |
3,942
-11
| -0.3% | -$1.27K | 0.24% | 98 |
|
2021
Q2 | $487K | Buy |
3,953
+1,087
| +38% | +$134K | 0.25% | 100 |
|
2021
Q1 | $321K | Buy |
2,866
+45
| +2% | +$5.04K | 0.18% | 108 |
|
2020
Q4 | $258K | Buy |
+2,821
| New | +$258K | 0.15% | 119 |
|