Allworth Financial’s Energy Recovery ERII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64 | Sell |
5
-6
| -55% | -$77 | ﹤0.01% | 4422 |
|
|
2025
Q1 | $167 | Hold |
11
| – | – | ﹤0.01% | 3897 |
|
|
2024
Q4 | $163 | Hold |
11
| – | – | ﹤0.01% | 3810 |
|
|
2024
Q3 | $192 | Hold |
11
| – | – | ﹤0.01% | 3603 |
|
|
2024
Q2 | $158 | Sell |
11
-23
| -68% | -$330 | ﹤0.01% | 3574 |
|
|
2024
Q1 | $537 | Sell |
34
-35
| -51% | -$553 | ﹤0.01% | 3265 |
|
|
2023
Q4 | $1.3K | Buy |
+69
| New | +$1.3K | ﹤0.01% | 2858 |
|