Integrated Wealth Concepts’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
3,937
+1,763
| +81% | +$943K | 0.02% | 601 |
|
|
2025
Q1 | $804K | Buy |
2,174
+55
| +3% | +$20.3K | 0.01% | 921 |
|
|
2024
Q4 | $962K | Sell |
2,119
-611
| -22% | -$277K | 0.01% | 829 |
|
|
2024
Q3 | $1.18M | Sell |
2,730
-88
| -3% | -$37.9K | 0.01% | 736 |
|
|
2024
Q2 | $1.03M | Sell |
2,818
-876
| -24% | -$320K | 0.01% | 746 |
|
|
2024
Q1 | $1.29M | Sell |
3,694
-1,763
| -32% | -$617K | 0.02% | 659 |
|
|
2023
Q4 | $1.18M | Buy |
5,457
+400
| +8% | +$86.2K | 0.02% | 661 |
|
|
2023
Q3 | $1.06M | Sell |
5,057
-1,753
| -26% | -$369K | 0.02% | 667 |
|
|
2023
Q2 | $1.26M | Buy |
6,810
+3,705
| +119% | +$685K | 0.02% | 600 |
|
|
2023
Q1 | $505K | Buy |
+3,105
| New | +$505K | 0.01% | 852 |
|