Balboa Wealth Partners’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-672
| Closed | -$248K | – | 387 |
|
|
2025
Q1 | $248K | Sell |
672
-67
| -9% | -$24.8K | 0.06% | 225 |
|
|
2024
Q4 | $335K | Buy |
739
+10
| +1% | +$4.54K | 0.08% | 192 |
|
|
2024
Q3 | $314K | Buy |
729
+3
| +0.4% | +$1.29K | 0.08% | 182 |
|
|
2024
Q2 | $265K | Buy |
+726
| New | +$265K | 0.07% | 212 |
|