Wealthspire Advisors (Maryland)’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,902
Closed -$139K 920
2019
Q1
$139K Sell
1,902
-176
-8% -$12.9K 0.01% 535
2018
Q4
$124K Buy
2,078
+46
+2% +$2.75K 0.01% 540
2018
Q3
$153K Hold
2,032
0.01% 531
2018
Q2
$155K Sell
2,032
-4
-0.2% -$305 0.01% 538
2018
Q1
$159K Sell
2,036
-280
-12% -$21.9K 0.02% 546
2017
Q4
$189K Sell
2,316
-64
-3% -$5.22K 0.02% 510
2017
Q3
$165K Buy
2,380
+483
+25% +$33.5K 0.02% 544
2017
Q2
$124K Buy
1,897
+76
+4% +$4.97K 0.01% 604
2017
Q1
$115K Sell
1,821
-500
-22% -$31.6K 0.02% 553
2016
Q4
$164K Buy
2,321
+239
+11% +$16.9K 0.02% 422
2016
Q3
$124K Sell
2,082
-13
-0.6% -$774 0.02% 507
2016
Q2
$103K Sell
2,095
-77
-4% -$3.79K 0.02% 529
2016
Q1
$106K Buy
2,172
+2,126
+4,622% +$104K 0.02% 509
2015
Q4
$2K Buy
+46
New +$2K ﹤0.01% 1517