Concord Wealth Partners’s Energy Recovery ERII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $6.75K | Buy |
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|
2025
Q3 | $4.63K | Hold |
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|
2025
Q2 | $3.83K | Hold |
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|
2025
Q1 | $4.77K | Hold |
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|
2024
Q4 | $4.41K | Hold |
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|
2024
Q3 | $5.22K | Sell |
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|
2024
Q2 | $5.32K | Hold |
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|
2024
Q1 | $6.32K | Hold |
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|
2023
Q4 | $7.54K | Hold |
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|
2023
Q3 | $8.48K | Hold |
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|
2023
Q2 | $11.2K | Hold |
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|
2023
Q1 | $9.22K | Hold |
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|
2022
Q4 | $8.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6K | Buy |
|