Concord Wealth Partners’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 | $3.83K | Hold |
300
| – | – | ﹤0.01% | 666 |
|
|
2025
Q1 | $4.77K | Hold |
300
| – | – | ﹤0.01% | 591 |
|
|
2024
Q4 | $4.41K | Hold |
300
| – | – | ﹤0.01% | 617 |
|
|
2024
Q3 | $5.22K | Sell |
300
-100
| -25% | -$1.74K | ﹤0.01% | 626 |
|
|
2024
Q2 | $5.32K | Hold |
400
| – | – | ﹤0.01% | 569 |
|
|
2024
Q1 | $6.32K | Hold |
400
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $7.54K | Hold |
400
| – | – | ﹤0.01% | 594 |
|
|
2023
Q3 | $8.48K | Hold |
400
| – | – | ﹤0.01% | 643 |
|
|
2023
Q2 | $11.2K | Hold |
400
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $9.22K | Hold |
400
| – | – | ﹤0.01% | 602 |
|
|
2022
Q4 | $8.2K | Buy |
+400
| New | +$8.2K | ﹤0.01% | 663 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$6K | – | 450 |
|
|
2022
Q2 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 776 |
|