WESPAC Advisors SoCal’s Energy Recovery ERII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$17K | – | 153 |
|
|
2019
Q1 | $17K | Hold |
2,000
| – | – | 0.01% | 187 |
|
|
2018
Q4 | $13K | Hold |
2,000
| – | – | 0.01% | 219 |
|
|
2018
Q3 | $17K | Buy |
+2,000
| New | +$17K | 0.01% | 200 |
|
|
2018
Q2 | – | Sell |
-2,000
| Closed | -$16K | – | 135 |
|
|
2018
Q1 | $16K | Hold |
2,000
| – | – | 0.01% | 176 |
|
|
2017
Q4 | $17K | Hold |
2,000
| – | – | 0.01% | 166 |
|
|
2017
Q3 | $15K | Hold |
2,000
| – | – | 0.01% | 180 |
|
|
2017
Q2 | $16K | Hold |
2,000
| – | – | 0.01% | 167 |
|
|
2017
Q1 | $16.6K | Hold |
2,000
| – | – | 0.01% | 164 |
|
|
2016
Q4 | $20.7K | Hold |
2,000
| – | – | 0.01% | 148 |
|
|
2016
Q3 | $32K | Hold |
2,000
| – | – | 0.02% | 125 |
|
|
2016
Q2 | $17.8K | Buy |
+2,000
| New | +$17.8K | 0.01% | 166 |
|