Avantax Advisory Services’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
3,470
+4
+0.1% +$2.14K 0.01% 841
2025
Q1
$1.28M Buy
3,466
+361
+12% +$133K 0.01% 963
2024
Q4
$1.41M Buy
3,105
+124
+4% +$56.3K 0.01% 887
2024
Q3
$1.28M Sell
2,981
-8
-0.3% -$3.45K 0.01% 899
2024
Q2
$1.09M Buy
2,989
+1,892
+172% +$691K 0.01% 932
2024
Q1
$384K Buy
1,097
+79
+8% +$27.7K ﹤0.01% 1169
2023
Q4
$219K Buy
+1,018
New +$219K ﹤0.01% 1429
2023
Q3
Sell
-1,230
Closed -$227K 1569
2023
Q2
$227K Sell
1,230
-157
-11% -$29K ﹤0.01% 1338
2023
Q1
$225K Buy
+1,387
New +$225K ﹤0.01% 1301