Plante Moran Financial Advisors’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-16
| Closed | -$2K | – | 984 |
|
|
2021
Q1 | $2K | Buy |
16
+8
| +100% | +$1K | ﹤0.01% | 905 |
|
|
2020
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 815 |
|
|
2019
Q2 | – | Sell |
-31
| Closed | -$2K | – | 788 |
|
|
2019
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 709 |
|
|
2018
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 701 |
|
|
2018
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 685 |
|
|
2018
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 715 |
|
|
2018
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 827 |
|
|
2017
Q1 | – | Sell |
-65
| Closed | -$5K | – | 911 |
|
|
2016
Q4 | $5K | Buy |
65
+11
| +20% | +$846 | ﹤0.01% | 705 |
|
|
2016
Q3 | $3K | Sell |
54
-52
| -49% | -$2.89K | ﹤0.01% | 777 |
|
|
2016
Q2 | $5K | Buy |
106
+25
| +31% | +$1.18K | ﹤0.01% | 623 |
|
|
2016
Q1 | $4K | Buy |
+81
| New | +$4K | ﹤0.01% | 613 |
|
|
2014
Q3 | – | Sell |
-53
| Closed | -$2K | – | 799 |
|
|
2014
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 756 |
|
|
2014
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 552 |
|
|
2013
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 620 |
|
|
2013
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 551 |
|
|
2013
Q2 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 534 |
|