Impact Partnership Wealth’s Emcor EME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $639K | Buy |
1,195
+86
| +8% | +$46K | 0.12% | 104 |
|
2025
Q1 | $410K | Buy |
1,109
+97
| +10% | +$35.9K | 0.09% | 140 |
|
2024
Q4 | $459K | Buy |
1,012
+133
| +15% | +$60.4K | 0.09% | 138 |
|
2024
Q3 | $379K | Sell |
879
-26
| -3% | -$11.2K | 0.09% | 141 |
|
2024
Q2 | $330K | Buy |
905
+449
| +98% | +$164K | 0.09% | 155 |
|
2024
Q1 | $160K | Buy |
456
+8
| +2% | +$2.8K | 0.06% | 208 |
|
2023
Q4 | $96.5K | Sell |
448
-362
| -45% | -$78K | 0.04% | 256 |
|
2023
Q3 | $170K | Buy |
+810
| New | +$170K | 0.05% | 204 |
|