Perigon 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 | $425K | Sell |
794
-303
| -28% | -$162K | 0.01% | 725 |
|
|
2025
Q1 | $405K | Buy |
1,097
+319
| +41% | +$118K | 0.01% | 700 |
|
|
2024
Q4 | $398K | Buy |
778
+19
| +3% | +$9.71K | 0.01% | 712 |
|
|
2024
Q3 | $327K | Buy |
759
+46
| +6% | +$19.8K | 0.01% | 749 |
|
|
2024
Q2 | $260K | Sell |
713
-35
| -5% | -$12.8K | 0.01% | 744 |
|
|
2024
Q1 | $262K | Buy |
+748
| New | +$262K | 0.01% | 719 |
|