Ellevest Inc’s Emcor EME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $388K | Buy |
725
+42
| +6% | +$22.5K | 0.06% | 253 |
|
2025
Q1 | $252K | Buy |
683
+120
| +21% | +$44.4K | 0.02% | 325 |
|
2024
Q4 | $256K | Sell |
563
-79
| -12% | -$35.9K | 0.01% | 343 |
|
2024
Q3 | $276K | Buy |
642
+6
| +0.9% | +$2.58K | 0.02% | 343 |
|
2024
Q2 | $232K | Buy |
636
+7
| +1% | +$2.56K | 0.01% | 359 |
|
2024
Q1 | $220K | Buy |
+629
| New | +$220K | 0.01% | 363 |
|
2023
Q2 | – | Sell |
-929
| Closed | -$151K | – | 733 |
|
2023
Q1 | $151K | Buy |
929
+292
| +46% | +$47.5K | 0.01% | 369 |
|
2022
Q4 | $94.3K | Buy |
637
+192
| +43% | +$28.4K | 0.01% | 452 |
|
2022
Q3 | $51K | Buy |
445
+249
| +127% | +$28.5K | ﹤0.01% | 576 |
|
2022
Q2 | $20K | Sell |
196
-82
| -29% | -$8.37K | ﹤0.01% | 752 |
|
2022
Q1 | $31K | Buy |
278
+43
| +18% | +$4.8K | ﹤0.01% | 633 |
|
2021
Q4 | $30K | Buy |
235
+68
| +41% | +$8.68K | ﹤0.01% | 632 |
|
2021
Q3 | $19K | Sell |
167
-4
| -2% | -$455 | ﹤0.01% | 681 |
|
2021
Q2 | $21K | Buy |
171
+25
| +17% | +$3.07K | ﹤0.01% | 633 |
|
2021
Q1 | $16K | Buy |
146
+6
| +4% | +$658 | ﹤0.01% | 699 |
|
2020
Q4 | $13K | Buy |
140
+7
| +5% | +$650 | ﹤0.01% | 698 |
|
2020
Q3 | $9K | Buy |
133
+19
| +17% | +$1.29K | ﹤0.01% | 671 |
|
2020
Q2 | $8K | Sell |
114
-53
| -32% | -$3.72K | ﹤0.01% | 654 |
|
2020
Q1 | $10K | Sell |
167
-8
| -5% | -$479 | ﹤0.01% | 548 |
|
2019
Q4 | $15K | Buy |
+175
| New | +$15K | ﹤0.01% | 466 |
|