Pinnacle Wealth Planning Services’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-979
| Closed | -$421K | – | 443 |
|
|
2024
Q3 | $421K | Sell |
979
-4
| -0.4% | -$1.72K | 0.06% | 223 |
|
|
2024
Q2 | $359K | Sell |
983
-5
| -0.5% | -$1.83K | 0.05% | 241 |
|
|
2024
Q1 | $346K | Sell |
988
-6
| -0.6% | -$2.1K | 0.05% | 264 |
|
|
2023
Q4 | $214K | Buy |
994
+7
| +0.7% | +$1.51K | 0.03% | 377 |
|
|
2023
Q3 | $208K | Buy |
+987
| New | +$208K | 0.03% | 355 |
|
|
2023
Q2 | – | Sell |
-1,309
| Closed | -$213K | – | 471 |
|
|
2023
Q1 | $213K | Buy |
+1,309
| New | +$213K | 0.04% | 371 |
|
|
2021
Q1 | – | Sell |
-621
| Closed | -$57K | – | 822 |
|
|
2020
Q4 | $57K | Buy |
+621
| New | +$57K | 0.01% | 726 |
|