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
2025
Q2
$674K Sell
2025
Q1
$526K Hold
2024
Q4
$645K Sell
2024
Q3
$1.32M Sell
2024
Q2
$1.12M Buy
2024
Q1
Sell
2023
Q4
$1.11M Sell
2023
Q3
$1.1M Sell
2023
Q2
$978K Hold
2023
Q1
$860K Hold
2022
Q4
$784K Hold
2022
Q3
$611K Sell
2022
Q2
$553K Sell
2022
Q1
$726K Hold
2021
Q4
$726K Hold
2021
Q3
$657K Hold
2021
Q2
$702K Buy
2021
Q1
$633K Buy
2020
Q4
$479K Buy