Pathstone Family Office’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.41M Buy
6,710
+1,510
+29% +$318K 0.01% 572
2023
Q2
$961K Buy
5,200
+124
+2% +$22.9K 0.01% 503
2023
Q1
$830K Sell
5,076
-8,864
-64% -$1.45M 0.01% 506
2022
Q4
$1.78M Buy
13,940
+1,088
+8% +$139K 0.02% 536
2022
Q3
$1.49M Buy
+12,852
New +$1.49M 0.01% 549
2022
Q2
Sell
-2,263
Closed -$567K 1069
2022
Q1
$567K Buy
+2,263
New +$567K 0.01% 503
2021
Q1
Sell
-5
Closed 845
2020
Q4
$0 Hold
5
﹤0.01% 1171
2020
Q3
$0 Sell
5
-5
-50% ﹤0.01% 855
2020
Q2
$0 Buy
+10
New ﹤0.01% 785
2017
Q2
Sell
-21
Closed -$1K 462
2017
Q1
$1K Buy
+21
New +$1K ﹤0.01% 454