OneDigital 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 | $2.9M | Sell |
5,427
-363
| -6% | -$194K | 0.03% | 335 |
|
|
2025
Q1 | $2.14M | Buy |
5,790
+312
| +6% | +$115K | 0.03% | 392 |
|
|
2024
Q4 | $2.49M | Sell |
5,478
-1,764
| -24% | -$801K | 0.03% | 365 |
|
|
2024
Q3 | $3.12M | Sell |
7,242
-34
| -0.5% | -$14.6K | 0.04% | 338 |
|
|
2024
Q2 | $2.66M | Buy |
7,276
+1,320
| +22% | +$482K | 0.03% | 356 |
|
|
2024
Q1 | $2.09M | Buy |
5,956
+87
| +1% | +$30.5K | 0.03% | 325 |
|
|
2023
Q4 | $1.26M | Sell |
5,869
-182
| -3% | -$39.2K | 0.02% | 405 |
|
|
2023
Q3 | $1.27M | Buy |
6,051
+14
| +0.2% | +$2.95K | 0.03% | 373 |
|
|
2023
Q2 | $1.12M | Buy |
6,037
+180
| +3% | +$33.3K | 0.02% | 390 |
|
|
2023
Q1 | $952K | Buy |
+5,857
| New | +$952K | 0.02% | 398 |
|
|
2019
Q3 | – | Sell |
-280
| Closed | -$25K | – | 678 |
|
|
2019
Q2 | $25K | Hold |
280
| – | – | ﹤0.01% | 740 |
|
|
2019
Q1 | $20K | Hold |
280
| – | – | ﹤0.01% | 723 |
|
|
2018
Q4 | $17K | Hold |
280
| – | – | ﹤0.01% | 730 |
|
|
2018
Q3 | $21K | Hold |
280
| – | – | ﹤0.01% | 646 |
|
|
2018
Q2 | $21K | Hold |
280
| – | – | ﹤0.01% | 788 |
|
|
2018
Q1 | $22K | Hold |
280
| – | – | ﹤0.01% | 776 |
|
|
2017
Q4 | $23K | Hold |
280
| – | – | ﹤0.01% | 757 |
|
|
2017
Q3 | $19K | Hold |
280
| – | – | 0.01% | 656 |
|
|
2017
Q2 | $18K | Buy |
+280
| New | +$18K | 0.01% | 783 |
|