SVB Wealth’s Emcor EME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $208K | Sell |
389
-29
| -7% | -$15.5K | 0.01% | 406 |
|
2025
Q1 | $155K | Buy |
+418
| New | +$155K | 0.01% | 340 |
|
2018
Q4 | – | Sell |
-11,749
| Closed | -$882K | – | 414 |
|
2018
Q3 | $882K | Sell |
11,749
-391
| -3% | -$29.4K | 0.03% | 266 |
|
2018
Q2 | $925K | Sell |
12,140
-4,502
| -27% | -$343K | 0.04% | 257 |
|
2018
Q1 | $1.3M | Sell |
16,642
-352
| -2% | -$27.4K | 0.05% | 225 |
|
2017
Q4 | $1.39M | Buy |
16,994
+94
| +0.6% | +$7.68K | 0.05% | 214 |
|
2017
Q3 | $1.17M | Sell |
16,900
-861
| -5% | -$59.7K | 0.05% | 238 |
|
2017
Q2 | $1.16M | Sell |
17,761
-590
| -3% | -$38.6K | 0.05% | 237 |
|
2017
Q1 | $1.16M | Sell |
18,351
-3,204
| -15% | -$202K | 0.05% | 230 |
|
2016
Q4 | $1.53M | Sell |
21,555
-1,252
| -5% | -$88.6K | 0.06% | 206 |
|
2016
Q3 | $1.36M | Buy |
+22,807
| New | +$1.36M | 0.06% | 223 |
|