Integrated Wealth Concepts’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.11M Buy
2025
Q1
$804K Buy
2024
Q4
$962K Sell
2024
Q3
$1.18M Sell
2024
Q2
$1.03M Sell
2024
Q1
$1.29M Sell
2023
Q4
$1.18M Buy
2023
Q3
$1.06M Sell
2023
Q2
$1.26M Buy
2023
Q1
$505K Buy