Wolf Group Capital Advisors’s Emcor EME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-3,170
| Closed | -$207K | – | 105 |
|
2017
Q2 | $207K | Sell |
3,170
-560
| -15% | -$36.6K | 0.16% | 90 |
|
2017
Q1 | $235K | Sell |
3,730
-1,060
| -22% | -$66.8K | 0.15% | 91 |
|
2016
Q4 | $339K | Hold |
4,790
| – | – | 0.23% | 85 |
|
2016
Q3 | $286K | Sell |
4,790
-950
| -17% | -$56.7K | 0.2% | 89 |
|
2016
Q2 | $283K | Sell |
5,740
-3,500
| -38% | -$173K | 0.21% | 86 |
|
2016
Q1 | $449K | Sell |
9,240
-560
| -6% | -$27.2K | 0.34% | 68 |
|
2015
Q4 | $471K | Sell |
9,800
-360
| -4% | -$17.3K | 0.35% | 73 |
|
2015
Q3 | $450K | Sell |
10,160
-850
| -8% | -$37.6K | 0.36% | 75 |
|
2015
Q2 | $526K | Sell |
11,010
-150
| -1% | -$7.17K | 0.35% | 80 |
|
2015
Q1 | $519K | Sell |
11,160
-1,310
| -11% | -$60.9K | 0.36% | 78 |
|
2014
Q4 | $555K | Sell |
12,470
-325
| -3% | -$14.5K | 0.4% | 74 |
|
2014
Q3 | $511K | Hold |
12,795
| – | – | 0.38% | 77 |
|
2014
Q2 | $570K | Hold |
12,795
| – | – | 0.41% | 77 |
|
2014
Q1 | $599K | Sell |
12,795
-225
| -2% | -$10.5K | 0.46% | 75 |
|
2013
Q4 | $553K | Buy |
+13,020
| New | +$553K | 0.44% | 75 |
|