Baker Tilly Wealth Management’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,262
| Closed | -$792K | – | 321 |
|
|
2024
Q1 | $792K | Sell |
2,262
-435
| -16% | -$152K | 0.14% | 161 |
|
|
2023
Q4 | $581K | Sell |
2,697
-21
| -0.8% | -$4.52K | 0.1% | 242 |
|
|
2023
Q3 | $572K | Sell |
2,718
-72
| -3% | -$15.1K | 0.09% | 225 |
|
|
2023
Q2 | $516K | Buy |
2,790
+9
| +0.3% | +$1.66K | 0.05% | 332 |
|
|
2023
Q1 | $452K | Buy |
2,781
+170
| +7% | +$27.6K | 0.05% | 359 |
|
|
2022
Q4 | $387K | Buy |
+2,611
| New | +$387K | 0.05% | 389 |
|