SVB Wealth’s Energy Recovery ERII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-290
Closed -$4.61K 867
2025
Q1
$4.61K Buy
+290
New +$4.61K ﹤0.01% 1044