Diversified Trust’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
3,418
+7
| +0.2% | +$3.74K | 0.04% | 252 |
|
|
2025
Q1 | $1.26M | Sell |
3,411
-116
| -3% | -$42.9K | 0.03% | 301 |
|
|
2024
Q4 | $1.6M | Buy |
3,527
+1,118
| +46% | +$507K | 0.04% | 271 |
|
|
2024
Q3 | $1.04M | Sell |
2,409
-2,170
| -47% | -$934K | 0.03% | 372 |
|
|
2024
Q2 | $1.67M | Sell |
4,579
-1,704
| -27% | -$622K | 0.05% | 234 |
|
|
2024
Q1 | $2.2M | Buy |
6,283
+1,343
| +27% | +$470K | 0.07% | 175 |
|
|
2023
Q4 | $1.06M | Sell |
4,940
-1,615
| -25% | -$348K | 0.04% | 277 |
|
|
2023
Q3 | $1.38M | Sell |
6,555
-572
| -8% | -$120K | 0.05% | 200 |
|
|
2023
Q2 | $1.32M | Sell |
7,127
-4,189
| -37% | -$774K | 0.05% | 209 |
|
|
2023
Q1 | $1.84M | Sell |
11,316
-952
| -8% | -$155K | 0.07% | 157 |
|
|
2022
Q4 | $1.82M | Sell |
12,268
-1,574
| -11% | -$233K | 0.08% | 142 |
|
|
2022
Q3 | $1.6M | Sell |
13,842
-644
| -4% | -$74.3K | 0.07% | 136 |
|
|
2022
Q2 | $1.49M | Buy |
14,486
+5,518
| +62% | +$568K | 0.06% | 154 |
|
|
2022
Q1 | $1.01M | Buy |
8,968
+1,407
| +19% | +$158K | 0.04% | 251 |
|
|
2021
Q4 | $963K | Buy |
+7,561
| New | +$963K | 0.03% | 268 |
|
|
2021
Q2 | – | Sell |
-2,855
| Closed | -$320K | – | 819 |
|
|
2021
Q1 | $320K | Buy |
2,855
+289
| +11% | +$32.4K | 0.01% | 516 |
|
|
2020
Q4 | $235K | Buy |
+2,566
| New | +$235K | 0.01% | 601 |
|
|
2020
Q3 | – | Sell |
-4,045
| Closed | -$268K | – | 669 |
|
|
2020
Q2 | $268K | Buy |
+4,045
| New | +$268K | 0.01% | 425 |
|