Glassman Wealth Services’s Energy Recovery ERII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7
| Closed | -$148 | – | 2007 |
|
|
2023
Q3 | $148 | Hold |
7
| – | – | ﹤0.01% | 1939 |
|
|
2023
Q2 | $196 | Hold |
7
| – | – | ﹤0.01% | 1814 |
|
|
2023
Q1 | $161 | Hold |
7
| – | – | ﹤0.01% | 1838 |
|
|
2022
Q4 | $143 | Hold |
7
| – | – | ﹤0.01% | 1845 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1751 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1760 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1723 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1706 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1653 |
|
|
2021
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1504 |
|