Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,806
| Closed | -$34K | – | 449 |
|
|
2021
Q3 | $34K | Hold |
1,806
| – | – | 0.01% | 503 |
|
|
2021
Q2 | $41K | Hold |
1,806
| – | – | 0.02% | 358 |
|
|
2021
Q1 | $25K | Hold |
1,806
| – | – | 0.01% | 420 |
|
|
2020
Q4 | $25K | Hold |
1,806
| – | – | 0.01% | 417 |
|
|
2020
Q3 | $15K | Hold |
1,806
| – | – | 0.01% | 446 |
|
|
2020
Q2 | $14K | Hold |
1,806
| – | – | 0.01% | 435 |
|
|
2020
Q1 | $13K | Hold |
1,806
| – | – | 0.01% | 422 |
|
|
2019
Q4 | $17K | Hold |
1,806
| – | – | 0.01% | 436 |
|
|
2019
Q3 | $17K | Hold |
1,806
| – | – | 0.02% | 416 |
|
|
2019
Q2 | $19K | Hold |
1,806
| – | – | 0.02% | 416 |
|
|
2019
Q1 | $15K | Hold |
1,806
| – | – | 0.01% | 381 |
|
|
2018
Q4 | $12K | Buy |
+1,806
| New | +$12K | 0.01% | 396 |
|