Steward Values Enhanced Small-Mid Cap Fund EME Holdings History
Steward Values Enhanced Small-Mid Cap Fund's EMCOR Group Inc Holding Summary
As of 2025-04-30, Steward Values Enhanced Small-Mid Cap Fund held 1,976.00 shares of EMCOR Group Inc(EME), totaling $791,780.00. This investment constitutes 0.47% of their stock portfolio, and Steward Values Enhanced Small-Mid Cap Fund now holds 0% of the outstanding EMCOR Group Inc(EME) stock.
The initial trade took place in 2021Q4. And since then Steward Values Enhanced Small-Mid Cap Fund has made 2 purchases of EME, at an average price of $162.81, for a total of 3,663.00 shares. In addition, there have been 10 sales at an average price of $273.27 for 1,687.00 shares. Based on historical transaction data and EME's current price of $559.25, Steward Values Enhanced Small-Mid Cap Fund's estimated gain on his EME holdings is $969,699.92, reflecting a 162.60% gain to date.
Steward Values Enhanced Small-Mid Cap Fund EME ($559.25) Holding Chart
Steward Values Enhanced Small-Mid Cap Fund EME ($559.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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