Mount Yale Investment Advisors’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Sell |
1,439
-286
| -17% | -$153K | 0.06% | 256 |
|
|
2025
Q1 | $638K | Sell |
1,725
-374
| -18% | -$138K | 0.05% | 277 |
|
|
2024
Q4 | $953K | Sell |
2,099
-29
| -1% | -$13.2K | 0.08% | 210 |
|
|
2024
Q3 | $916K | Sell |
2,128
-696
| -25% | -$300K | 0.09% | 212 |
|
|
2024
Q2 | $1.03M | Sell |
2,824
-997
| -26% | -$364K | 0.08% | 202 |
|
|
2024
Q1 | $1.34M | Sell |
3,821
-777
| -17% | -$272K | 0.1% | 181 |
|
|
2023
Q4 | $991K | Sell |
4,598
-75
| -2% | -$16.2K | 0.09% | 206 |
|
|
2023
Q3 | $983K | Sell |
4,673
-240
| -5% | -$50.5K | 0.11% | 188 |
|
|
2023
Q2 | $908K | Sell |
4,913
-166
| -3% | -$30.7K | 0.1% | 208 |
|
|
2023
Q1 | $826K | Buy |
5,079
+296
| +6% | +$48.1K | 0.09% | 228 |
|
|
2022
Q4 | $708K | Buy |
+4,783
| New | +$708K | 0.08% | 246 |
|
|
2018
Q4 | – | Sell |
-601
| Closed | -$46K | – | 447 |
|
|
2018
Q3 | $46K | Sell |
601
-252
| -30% | -$19.3K | 0.01% | 611 |
|
|
2018
Q2 | $65K | Sell |
853
-195
| -19% | -$14.9K | 0.01% | 581 |
|
|
2018
Q1 | $82K | Buy |
+1,048
| New | +$82K | 0.02% | 508 |
|