Mission Wealth Management’s Emcor EME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.1M | Sell |
2,056
-9
| -0.4% | -$4.81K | 0.02% | 297 |
|
2025
Q1 | $763K | Sell |
2,065
-6
| -0.3% | -$2.22K | 0.02% | 340 |
|
2024
Q4 | $940K | Sell |
2,071
-500
| -19% | -$227K | 0.02% | 288 |
|
2024
Q3 | $1.11M | Sell |
2,571
-285
| -10% | -$123K | 0.03% | 258 |
|
2024
Q2 | $1.04M | Sell |
2,856
-31
| -1% | -$11.3K | 0.03% | 246 |
|
2024
Q1 | $1.01M | Sell |
2,887
-75
| -3% | -$26.3K | 0.03% | 280 |
|
2023
Q4 | $638K | Buy |
2,962
+95
| +3% | +$20.5K | 0.02% | 311 |
|
2023
Q3 | $603K | Sell |
2,867
-218
| -7% | -$45.9K | 0.02% | 294 |
|
2023
Q2 | $570K | Sell |
3,085
-546
| -15% | -$101K | 0.02% | 304 |
|
2023
Q1 | $590K | Buy |
3,631
+185
| +5% | +$30.1K | 0.02% | 289 |
|
2022
Q4 | $510K | Sell |
3,446
-304
| -8% | -$45K | 0.02% | 305 |
|
2022
Q3 | $433K | Sell |
3,750
-445
| -11% | -$51.4K | 0.02% | 302 |
|
2022
Q2 | $432K | Sell |
4,195
-623
| -13% | -$64.2K | 0.02% | 313 |
|
2022
Q1 | $542K | Sell |
4,818
-303
| -6% | -$34.1K | 0.03% | 283 |
|
2021
Q4 | $652K | Sell |
5,121
-90
| -2% | -$11.5K | 0.03% | 243 |
|
2021
Q3 | $601K | Sell |
5,211
-194
| -4% | -$22.4K | 0.03% | 241 |
|
2021
Q2 | $666K | Sell |
5,405
-1,029
| -16% | -$127K | 0.04% | 231 |
|
2021
Q1 | $722K | Buy |
6,434
+184
| +3% | +$20.6K | 0.04% | 192 |
|
2020
Q4 | $572K | Buy |
6,250
+2,444
| +64% | +$224K | 0.04% | 207 |
|
2020
Q3 | $258K | Buy |
3,806
+313
| +9% | +$21.2K | 0.02% | 302 |
|
2020
Q2 | $231K | Buy |
+3,493
| New | +$231K | 0.02% | 297 |
|
2020
Q1 | – | Sell |
-2,989
| Closed | -$258K | – | 314 |
|
2019
Q4 | $258K | Buy |
2,989
+76
| +3% | +$6.56K | 0.02% | 278 |
|
2019
Q3 | $251K | Sell |
2,913
-200
| -6% | -$17.2K | 0.03% | 269 |
|
2019
Q2 | $274K | Buy |
3,113
+64
| +2% | +$5.63K | 0.03% | 249 |
|
2019
Q1 | $223K | Buy |
+3,049
| New | +$223K | 0.03% | 289 |
|