Geneos Wealth Management’s Energy Recovery ERII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-53
| Closed | -$1K | – | 2185 |
|
|
2022
Q2 | $1K | Hold |
53
| – | – | ﹤0.01% | 2481 |
|
|
2022
Q1 | $1K | Hold |
53
| – | – | ﹤0.01% | 2635 |
|
|
2021
Q4 | $1K | Hold |
53
| – | – | ﹤0.01% | 2660 |
|
|
2021
Q3 | $1K | Buy |
53
+3
| +6% | +$57 | ﹤0.01% | 2732 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2747 |
|
|
2021
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 3006 |
|