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Energy Recovery shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Energy Recovery (ERII) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Energy Recovery

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All positions including Energy Recovery held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Recovery by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.4k 300 14.70
2024-09-30 $5.2k 300 17.39
2024-06-30 $5.3k 400 13.29
2024-03-31 $6.3k 400 15.79
2023-12-31 $7.5k 400 18.84
2023-09-30 $8.5k 400 21.21
2023-06-30 $11k 400 27.95
2023-03-31 $9.2k 400 23.05
2022-12-31 $8.2k 400 20.49
2022-06-30 $6.0k 300 20.00