Shelton Capital Management’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,031
| Closed | -$1.09M | – | 737 |
|
|
2025
Q2 | $1.09M | Sell |
2,031
-21
| -1% | -$9.27K | 0.03% | 266 |
|
|
2025
Q1 | $758K | Sell |
2,052
-68
| -3% | -$29.4K | 0.02% | 287 |
|
|
2024
Q4 | $962K | Sell |
2,120
-117
| -5% | -$55.4K | 0.02% | 273 |
|
|
2024
Q3 | $963K | Buy |
2,237
+400
| +22% | +$151K | 0.02% | 283 |
|
|
2024
Q2 | $671K | Sell |
1,837
-192
| -9% | -$70.8K | 0.02% | 300 |
|
|
2024
Q1 | $711K | Hold |
2,029
| – | – | 0.02% | 301 |
|
|
2023
Q4 | $437K | Sell |
2,029
-158
| -7% | -$33.2K | 0.01% | 363 |
|
|
2023
Q3 | $460K | Sell |
2,187
-162
| -7% | -$33.9K | 0.02% | 334 |
|
|
2023
Q2 | $434K | Sell |
2,349
-69
| -3% | -$11.5K | 0.02% | 351 |
|
|
2023
Q1 | $393K | Hold |
2,418
| – | – | 0.02% | 367 |
|
|
2022
Q4 | $358K | Sell |
2,418
-271
| -10% | -$38.5K | 0.04% | 370 |
|
|
2022
Q3 | $311K | Sell |
2,689
-160
| -6% | -$18.3K | 0.01% | 427 |
|
|
2022
Q2 | $293K | Hold |
2,849
| – | – | 0.01% | 481 |
|
|
2022
Q1 | $321K | Hold |
2,849
| – | – | 0.01% | 516 |
|
|
2021
Q4 | $363K | Sell |
2,849
-289
| -9% | -$35.8K | 0.01% | 475 |
|
|
2021
Q3 | $362K | Hold |
3,138
| – | – | 0.01% | 474 |
|
|
2021
Q2 | $387K | Hold |
3,138
| – | – | 0.01% | 456 |
|
|
2021
Q1 | $352K | Hold |
3,138
| – | – | 0.01% | 489 |
|
|
2020
Q4 | $287K | Sell |
3,138
-18,300
| -85% | -$1.47M | 0.01% | 508 |
|
|
2020
Q3 | $1.45M | Buy |
21,438
+18,055
| +534% | +$1.25M | 0.06% | 303 |
|
|
2020
Q2 | $224K | Sell |
3,383
-175
| -5% | -$11K | 0.01% | 553 |
|
|
2020
Q1 | $218K | Hold |
3,558
| – | – | 0.02% | 518 |
|
|
2019
Q4 | $307K | Sell |
3,558
-241
| -6% | -$21.2K | 0.02% | 513 |
|
|
2019
Q3 | $327K | Hold |
3,799
| – | – | 0.02% | 490 |
|
|
2019
Q2 | $335K | Buy |
3,799
+3,495
| +1,150% | +$283K | 0.02% | 478 |
|
|
2019
Q1 | $4.16K | Sell |
304
-3,854
| -93% | -$261K | 0.02% | 627 |
|
|
2018
Q4 | $248K | Hold |
4,158
| – | – | 0.02% | 574 |
|
|
2018
Q3 | $312K | Hold |
4,158
| – | – | 0.02% | 568 |
|
|
2018
Q2 | $317K | Hold |
4,158
| – | – | 0.02% | 537 |
|
|
2018
Q1 | $324K | Sell |
4,158
-444
| -10% | -$35.2K | 0.02% | 517 |
|
|
2017
Q4 | $376K | Hold |
4,602
| – | – | 0.02% | 478 |
|
|
2017
Q3 | $319K | Hold |
4,602
| – | – | 0.02% | 534 |
|
|
2017
Q2 | $301K | Hold |
4,602
| – | – | 0.02% | 570 |
|
|
2017
Q1 | $290K | Sell |
4,602
-5,262
| -53% | -$349K | 0.02% | 585 |
|
|
2016
Q4 | $698K | Hold |
9,864
| – | – | 0.05% | 285 |
|
|
2016
Q3 | $588K | Buy |
9,864
+4,602
| +87% | +$254K | 0.05% | 317 |
|
|
2016
Q2 | $259K | Hold |
5,262
| – | – | 0.02% | 609 |
|
|
2016
Q1 | $256K | Buy |
5,262
+479
| +10% | +$21.9K | 0.02% | 629 |
|
|
2015
Q4 | $230K | Hold |
4,783
| – | – | 0.02% | 654 |
|
|
2015
Q3 | $212K | Hold |
4,783
| – | – | 0.02% | 681 |
|
|
2015
Q2 | $228K | Sell |
4,783
-556
| -10% | -$25.9K | 0.02% | 696 |
|
|
2015
Q1 | $248K | Hold |
5,339
| – | – | 0.03% | 685 |
|
|
2014
Q4 | $238K | Hold |
5,339
| – | – | 0.03% | 688 |
|
|
2014
Q3 | $213K | Hold |
5,339
| – | – | 0.03% | 700 |
|
|
2014
Q2 | $238K | Buy |
5,339
+291
| +6% | +$13.2K | 0.03% | 670 |
|
|
2014
Q1 | $236K | Hold |
5,048
| – | – | 0.03% | 646 |
|
|
2013
Q4 | $214K | Buy |
+5,048
| New | +$197K | 0.03% | 671 |
|
Other funds holding EME
