Caldwell Sutter Capital’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 | $63.9K | Hold |
5,000
| – | – | 0.03% | 323 |
|
|
2025
Q1 | $79.5K | Hold |
5,000
| – | – | 0.04% | 300 |
|
|
2024
Q4 | $73.5K | Hold |
5,000
| – | – | 0.03% | 311 |
|
|
2024
Q3 | $87K | Hold |
5,000
| – | – | 0.04% | 297 |
|
|
2024
Q2 | $66.5K | Hold |
5,000
| – | – | 0.03% | 319 |
|
|
2024
Q1 | $79K | Hold |
5,000
| – | – | 0.04% | 300 |
|
|
2023
Q4 | $94.2K | Hold |
5,000
| – | – | 0.05% | 274 |
|
|
2023
Q3 | $106K | Hold |
5,000
| – | – | 0.06% | 246 |
|
|
2023
Q2 | $140K | Hold |
5,000
| – | – | 0.07% | 216 |
|
|
2023
Q1 | $115K | Hold |
5,000
| – | – | 0.08% | 176 |
|
|
2022
Q4 | $102K | Buy |
+5,000
| New | +$102K | 0.09% | 141 |
|