Optimum 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 | – | Sell |
-75
| Closed | -$27.7K | – | 622 |
|
|
2025
Q1 | $27.7K | Sell |
75
-75
| -50% | -$27.7K | 0.01% | 399 |
|
|
2024
Q4 | $68.1K | Sell |
150
-125
| -45% | -$56.7K | 0.03% | 307 |
|
|
2024
Q3 | $118K | Hold |
275
| – | – | 0.05% | 247 |
|
|
2024
Q2 | $100K | Hold |
275
| – | – | 0.05% | 265 |
|
|
2024
Q1 | $96.3K | Buy |
+275
| New | +$96.3K | 0.04% | 273 |
|