Scholtz & Company’s Energy Recovery ERII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-124,535
| Closed | -$3.48M | – | 42 |
|
|
2023
Q2 | $3.48M | Sell |
124,535
-3,000
| -2% | -$83.9K | 2.18% | 19 |
|
|
2023
Q1 | $2.94M | Sell |
127,535
-2,010
| -2% | -$46.3K | 2.1% | 19 |
|
|
2022
Q4 | $2.65M | Sell |
129,545
-350
| -0.3% | -$7.17K | 1.88% | 16 |
|
|
2022
Q3 | $2.69M | Sell |
129,895
-35,720
| -22% | -$739K | 1.92% | 15 |
|
|
2022
Q2 | $3.22M | Buy |
+165,615
| New | +$3.22M | 1.98% | 20 |
|