EverSource Wealth Advisors’s Emcor EME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
949
+526
| +124% | +$281K | 0.02% | 447 |
|
|
2025
Q1 | $156K | Buy |
423
+9
| +2% | +$3.33K | 0.01% | 752 |
|
|
2024
Q4 | $188K | Buy |
414
+98
| +31% | +$44.5K | 0.01% | 676 |
|
|
2024
Q3 | $136K | Sell |
316
-436
| -58% | -$188K | 0.01% | 694 |
|
|
2024
Q2 | $282K | Buy |
752
+1
| +0.1% | +$375 | 0.02% | 455 |
|
|
2024
Q1 | $268K | Buy |
751
+15
| +2% | +$5.36K | 0.02% | 410 |
|
|
2023
Q4 | $159K | Buy |
736
+6
| +0.8% | +$1.29K | 0.01% | 496 |
|
|
2023
Q3 | $154K | Hold |
730
| – | – | 0.02% | 460 |
|
|
2023
Q2 | $135K | Hold |
730
| – | – | 0.01% | 483 |
|
|
2023
Q1 | $119K | Hold |
730
| – | – | 0.01% | 490 |
|
|
2022
Q4 | $108K | Hold |
730
| – | – | 0.02% | 484 |
|
|
2022
Q3 | $84K | Buy |
+730
| New | +$84K | 0.02% | 479 |
|