CCFM
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Clear Creek Financial Management’s Energy Recovery ERII Stock Holding History

Clear Creek Financial Management’s Portfolio ERII Stock Details ERII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$210K Buy
20,850
+6,900
+49% +$90.3K 0.02% 574
2025
Q4 		$188K Hold
13,950
– – 0.02% 569
2025
Q3 		$215K Sell
13,950
-1,300
-9% -$18.3K 0.02% 533
2025
Q2 		$195K Hold
15,250
– – 0.02% 521
2025
Q1 		$242K Buy
15,250
+850
+6% +$12.9K 0.03% 444
2024
Q4 		$212K Sell
14,400
-1,000
-6% -$17.1K 0.02% 436
2024
Q3 		$268K Hold
15,400
– – 0.03% 374
2024
Q2 		$205K Sell
15,400
-50
-0.3% -$689 0.02% 416
2024
Q1 		$244K Buy
+15,450
New +$246K 0.03% 362

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