Summit Securities Group’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 |
-668
| Closed | -$9.82K | – | 728 |
|
|
2024
Q4 | $9.82K | Buy |
+668
| New | +$9.82K | ﹤0.01% | 344 |
|
|
2023
Q4 | – | Sell |
-1,578
| Closed | -$33K | – | 544 |
|
|
2023
Q3 | $33K | Buy |
+1,578
| New | +$33K | ﹤0.01% | 181 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 143 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 162 |
|