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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

EME holding history

EMCOR Group, Inc. in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EME overviewAll 13F holders of EMEFull Q4 2024 holdings

Shares (Q4 2024)
690
Value
$313.2K
% of portfolio
<0.1%
Quarters held
3
Since Q1 2024
Holdings of EME by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2024690$313.2K<0.1%−4−0.6%ReducedHolders
Q3 2024694$298.8K<0.1%+694NewHolders
Q2 20240$00.0%−598−100.0%Sold outHolders
Q1 2024598$209.4K<0.1%+598NewHolders