Beverly Hills Private Wealth’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 | $193K | Buy |
15,100
+100
| +0.7% | +$1.28K | 0.04% | 325 |
|
|
2025
Q1 | $238K | Hold |
15,000
| – | – | 0.05% | 307 |
|
|
2024
Q4 | $221K | Hold |
15,000
| – | – | 0.04% | 309 |
|
|
2024
Q3 | $261K | Sell |
15,000
-2,700
| -15% | -$47K | 0.05% | 287 |
|
|
2024
Q2 | $235K | Hold |
17,700
| – | – | 0.05% | 308 |
|
|
2024
Q1 | $279K | Hold |
17,700
| – | – | 0.06% | 291 |
|
|
2023
Q4 | $333K | Hold |
17,700
| – | – | 0.09% | 239 |
|
|
2023
Q3 | $375K | Hold |
17,700
| – | – | 0.11% | 201 |
|
|
2023
Q2 | $487K | Hold |
17,700
| – | – | 0.08% | 233 |
|
|
2023
Q1 | $408K | Buy |
17,700
+3,000
| +20% | +$69.2K | 0.13% | 179 |
|
|
2022
Q4 | $301K | Buy |
+14,700
| New | +$301K | 0.13% | 178 |
|