RE Dickinson Investment Advisors’s Energy Recovery ERII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $147K | Hold |
1,000
| – | – | 0.01% | 151 |
|
|
2024
Q3 | $17.4K | Hold |
1,000
| – | – | 0.01% | 140 |
|
|
2024
Q2 | $13.3K | Hold |
1,000
| – | – | 0.01% | 149 |
|
|
2024
Q1 | $16K | Hold |
1,000
| – | – | 0.01% | 136 |
|
|
2023
Q4 | $19K | Hold |
1,000
| – | – | 0.01% | 129 |
|
|
2023
Q3 | $21K | Hold |
1,000
| – | – | 0.01% | 124 |
|
|
2023
Q2 | $28K | Hold |
1,000
| – | – | 0.01% | 188 |
|
|
2023
Q1 | $23K | Hold |
1,000
| – | – | 0.01% | 210 |
|
|
2022
Q4 | $20K | Hold |
1,000
| – | – | 0.01% | 206 |
|
|
2022
Q3 | $22K | Hold |
1,000
| – | – | 0.02% | 105 |
|
|
2022
Q2 | $19 | Hold |
1,000
| – | – | ﹤0.01% | 131 |
|
|
2022
Q1 | $20K | Hold |
1,000
| – | – | 0.01% | 145 |
|
|
2021
Q4 | $21K | Buy |
+1,000
| New | +$21K | 0.02% | 134 |
|