Steward Partners Investment Advisory’s Energy Recovery ERII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,425
| Closed | -$20.9K | – | 4051 |
|
|
2024
Q4 | $20.9K | Buy |
+1,425
| New | +$20.9K | ﹤0.01% | 2768 |
|
|
2024
Q3 | – | Sell |
-3,350
| Closed | -$44.5K | – | 3774 |
|
|
2024
Q2 | $44.5K | Buy |
3,350
+500
| +18% | +$6.65K | ﹤0.01% | 2157 |
|
|
2024
Q1 | $45K | Buy |
2,850
+1,800
| +171% | +$28.4K | ﹤0.01% | 2172 |
|
|
2023
Q4 | $19.8K | Buy |
+1,050
| New | +$19.8K | ﹤0.01% | 2413 |
|