Clearstead 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 | $551K | Buy |
1,030
+642
| +165% | +$343K | 0.01% | 586 |
|
|
2025
Q1 | $143K | Buy |
388
+73
| +23% | +$27K | ﹤0.01% | 898 |
|
|
2024
Q4 | $143K | Hold |
315
| – | – | ﹤0.01% | 931 |
|
|
2024
Q3 | $136K | Sell |
315
-50
| -14% | -$21.5K | ﹤0.01% | 955 |
|
|
2024
Q2 | $133K | Buy |
365
+173
| +90% | +$63.2K | ﹤0.01% | 933 |
|
|
2024
Q1 | $71.7K | Hold |
192
| – | – | ﹤0.01% | 680 |
|
|
2023
Q4 | $41.4K | Sell |
192
-192
| -50% | -$41.4K | ﹤0.01% | 792 |
|
|
2023
Q3 | $80.8K | Buy |
384
+192
| +100% | +$40.4K | ﹤0.01% | 786 |
|
|
2023
Q2 | $35.5K | Hold |
192
| – | – | ﹤0.01% | 796 |
|
|
2023
Q1 | $31.2K | Hold |
192
| – | – | ﹤0.01% | 764 |
|
|
2022
Q4 | $28.4K | Hold |
192
| – | – | ﹤0.01% | 734 |
|
|
2022
Q3 | $22K | Hold |
192
| – | – | ﹤0.01% | 752 |
|
|
2022
Q2 | $20K | Hold |
192
| – | – | ﹤0.01% | 794 |
|
|
2022
Q1 | $22K | Hold |
192
| – | – | ﹤0.01% | 840 |
|
|
2021
Q4 | $24K | Hold |
192
| – | – | ﹤0.01% | 773 |
|
|
2021
Q3 | $22K | Buy |
+192
| New | +$22K | ﹤0.01% | 781 |
|