Back to ERII
Concord Wealth Partners → ERII
Concord Wealth Partners ERII Position History
Energy Recovery, Inc. • Industrials
Quarters held
4
Latest value
$3K
Q3 2026
Peak value
$7K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5K |
| Q4 2025 | $7K |
| Q2 2026 | $5K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 500 | — | — |
| Q2 2026 | $5K | 500 | — | — |
| Q4 2025 | $7K | 500 | — | — |
| Q3 2025 | $5K | 300 | — | — |
Other funds holding ERII
$28.2M
$27.9M
$27.9M
$26.3M
$18.9M