Curated 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 | $674K | Sell |
1,260
-162
| -11% | -$86.7K | 0.08% | 75 |
|
|
2025
Q1 | $526K | Hold |
1,422
| – | – | 0.07% | 86 |
|
|
2024
Q4 | $645K | Sell |
1,422
-1,636
| -53% | -$743K | 0.07% | 74 |
|
|
2024
Q3 | $1.32M | Sell |
3,058
-7
| -0.2% | -$3.01K | 0.17% | 38 |
|
|
2024
Q2 | $1.12M | Buy |
+3,065
| New | +$1.12M | 0.16% | 40 |
|
|
2024
Q1 | – | Sell |
-5,173
| Closed | -$1.11M | – | 44 |
|
|
2023
Q4 | $1.11M | Sell |
5,173
-39
| -0.7% | -$8.4K | 0.18% | 37 |
|
|
2023
Q3 | $1.1M | Sell |
5,212
-79
| -1% | -$16.6K | 0.2% | 29 |
|
|
2023
Q2 | $978K | Hold |
5,291
| – | – | 0.19% | 36 |
|
|
2023
Q1 | $860K | Hold |
5,291
| – | – | 0.19% | 43 |
|
|
2022
Q4 | $784K | Hold |
5,291
| – | – | 0.19% | 42 |
|
|
2022
Q3 | $611K | Sell |
5,291
-84
| -2% | -$9.7K | 0.18% | 49 |
|
|
2022
Q2 | $553K | Sell |
5,375
-322
| -6% | -$33.1K | 0.16% | 54 |
|
|
2022
Q1 | $726K | Hold |
5,697
| – | – | 0.25% | 50 |
|
|
2021
Q4 | $726K | Hold |
5,697
| – | – | 0.23% | 52 |
|
|
2021
Q3 | $657K | Hold |
5,697
| – | – | 0.37% | 50 |
|
|
2021
Q2 | $702K | Buy |
5,697
+52
| +0.9% | +$6.41K | 0.38% | 47 |
|
|
2021
Q1 | $633K | Buy |
5,645
+403
| +8% | +$45.2K | 0.39% | 47 |
|
|
2020
Q4 | $479K | Buy |
+5,242
| New | +$479K | 0.31% | 64 |
|