Bartlett & Co’s Energy Recovery ERII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $55K | Hold |
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|
2023
Q3 | $62K | Hold |
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|
2023
Q2 | $82K | Hold |
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|
2023
Q1 | $67K | Hold |
|
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|
2022
Q4 | $60K | Hold |
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|
2022
Q3 | $64K | Hold |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $59K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $56K | Hold |
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|
2021
Q2 | $67K | Hold |
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|
2021
Q1 | $54K | Hold |
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|
2020
Q4 | $40K | Hold |
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|
2020
Q3 | $24K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Buy |
|