SFWA
Summit Financial Wealth Advisors’s Emcor EME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $509K | Hold |
1,377
| – | – | 0.1% | 88 |
|
|
2024
Q4 | $617K | Sell |
1,377
-14
| -1% | -$6.28K | 0.12% | 84 |
|
|
2024
Q3 | $599K | Hold |
1,391
| – | – | 0.11% | 82 |
|
|
2024
Q2 | $508K | Sell |
1,391
-89
| -6% | -$32.5K | 0.1% | 78 |
|
|
2024
Q1 | $518K | Buy |
+1,480
| New | +$518K | 0.11% | 80 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$22K | – | 144 |
|
|
2015
Q3 | $22K | Hold |
500
| – | – | 0.01% | 153 |
|
|
2015
Q2 | $23K | Hold |
500
| – | – | 0.01% | 186 |
|
|
2015
Q1 | $23K | Hold |
500
| – | – | 0.02% | 157 |
|
|
2014
Q4 | $22K | Buy |
+500
| New | +$22K | 0.02% | 154 |
|