Wallace Advisory Group’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 |
-624
| Closed | -$228K | – | 187 |
|
|
2024
Q3 | $228K | Hold |
624
| – | – | 0.17% | 159 |
|
|
2024
Q2 | $228K | Sell |
624
-414
| -40% | -$151K | 0.16% | 161 |
|
|
2024
Q1 | $224K | Sell |
1,038
-181
| -15% | -$39K | 0.17% | 148 |
|
|
2023
Q4 | $256K | Sell |
1,219
-51
| -4% | -$10.7K | 0.2% | 123 |
|
|
2023
Q3 | $235K | Sell |
1,270
-35
| -3% | -$6.47K | 0.17% | 147 |
|
|
2023
Q2 | $212K | Hold |
1,305
| – | – | 0.16% | 152 |
|
|
2023
Q1 | $212K | Buy |
+1,305
| New | +$212K | 0.16% | 152 |
|