Stifel Financial’s Energy Recovery ERII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-48,296
| Closed | -$990K | – | 3355 |
|
|
2022
Q4 | $990K | Sell |
48,296
-4,724
| -9% | -$96.8K | ﹤0.01% | 2014 |
|
|
2022
Q3 | $1.15M | Buy |
53,020
+872
| +2% | +$18.9K | ﹤0.01% | 1874 |
|
|
2022
Q2 | $1.01M | Buy |
52,148
+6,815
| +15% | +$132K | ﹤0.01% | 1990 |
|
|
2022
Q1 | $913K | Buy |
45,333
+19,228
| +74% | +$387K | ﹤0.01% | 2178 |
|
|
2021
Q4 | $561K | Buy |
+26,105
| New | +$561K | ﹤0.01% | 2529 |
|