Curated Wealth Partners’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $433K | Sell |
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|
2025
Q2 | $674K | Sell |
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|
2025
Q1 | $526K | Hold |
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|
2024
Q4 | $645K | Sell |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $978K | Hold |
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|
2023
Q1 | $860K | Hold |
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|
2022
Q4 | $784K | Hold |
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|
2022
Q3 | $611K | Sell |
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|
2022
Q2 | $553K | Sell |
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|
2022
Q1 | $726K | Hold |
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|
2021
Q4 | $726K | Hold |
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|
2021
Q3 | $657K | Hold |
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|
2021
Q2 | $702K | Buy |
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|
2021
Q1 | $633K | Buy |
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|
2020
Q4 | $479K | Buy |
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