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