Bartlett & Co Wealth Management’s Energy Recovery ERII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.4K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $38.9K | Hold |
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|
2024
Q1 | $46.2K | Hold |
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|
2023
Q4 | $55.4K | Hold |
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|
2023
Q3 | $62.1K | Hold |
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|
2023
Q2 | $81.8K | Hold |
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|
2023
Q1 | $67.5K | Hold |
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|
2022
Q4 | $60K | Hold |
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|
2022
Q3 | $63.7K | Hold |
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|
2022
Q2 | $56.9K | Hold |
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|
2022
Q1 | $59K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $55.7K | Hold |
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|
2021
Q2 | $66.7K | Hold |
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|
2021
Q1 | $53.7K | Hold |
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|
2020
Q4 | $39.9K | Hold |
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|
2020
Q3 | $24K | Buy |
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