Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Hold |
44,500
| – | – | 0.01% | 423 |
|
|
2025
Q1 | $707K | Hold |
44,500
| – | – | 0.02% | 353 |
|
|
2024
Q4 | $654K | Hold |
44,500
| – | – | 0.02% | 352 |
|
|
2024
Q3 | $774K | Hold |
44,500
| – | – | 0.02% | 329 |
|
|
2024
Q2 | $591K | Hold |
44,500
| – | – | 0.02% | 355 |
|
|
2024
Q1 | $703K | Buy |
+44,500
| New | +$703K | 0.02% | 342 |
|