Clear Creek Financial Management’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 | $195K | Hold |
15,250
| – | – | 0.02% | 521 |
|
|
2025
Q1 | $242K | Buy |
15,250
+850
| +6% | +$13.5K | 0.03% | 444 |
|
|
2024
Q4 | $212K | Sell |
14,400
-1,000
| -6% | -$14.7K | 0.02% | 436 |
|
|
2024
Q3 | $268K | Hold |
15,400
| – | – | 0.03% | 374 |
|
|
2024
Q2 | $205K | Sell |
15,400
-50
| -0.3% | -$665 | 0.02% | 416 |
|
|
2024
Q1 | $244K | Buy |
+15,450
| New | +$244K | 0.03% | 362 |
|