AE Wealth Management’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-959
| Closed | -$518K | – | 2136 |
|
|
2024
Q3 | $518K | Buy |
+959
| New | +$518K | ﹤0.01% | 882 |
|
|
2024
Q1 | – | Sell |
-968
| Closed | -$334K | – | 1395 |
|
|
2023
Q4 | $334K | Hold |
968
| – | – | ﹤0.01% | 1651 |
|
|
2023
Q3 | $284K | Buy |
+968
| New | +$284K | ﹤0.01% | 1632 |
|
|
2023
Q2 | – | Sell |
-906
| Closed | -$210K | – | 1939 |
|
|
2023
Q1 | $210K | Sell |
906
-995
| -52% | -$231K | ﹤0.01% | 1714 |
|
|
2022
Q4 | $473K | Buy |
1,901
+7
| +0.4% | +$1.74K | ﹤0.01% | 1339 |
|
|
2022
Q3 | $421K | Sell |
1,894
-281
| -13% | -$62.5K | ﹤0.01% | 1343 |
|
|
2022
Q2 | $418K | Hold |
2,175
| – | – | ﹤0.01% | 1286 |
|
|
2022
Q1 | $383K | Hold |
2,175
| – | – | ﹤0.01% | 1321 |
|
|
2021
Q4 | $419K | Buy |
2,175
+152
| +8% | +$29.3K | ﹤0.01% | 1326 |
|
|
2021
Q3 | $361K | Hold |
2,023
| – | – | ﹤0.01% | 1289 |
|
|
2021
Q2 | $391K | Hold |
2,023
| – | – | ﹤0.01% | 1225 |
|
|
2021
Q1 | $447K | Hold |
2,023
| – | – | ﹤0.01% | 1074 |
|
|
2020
Q4 | $497K | Hold |
2,023
| – | – | 0.01% | 961 |
|
|
2020
Q3 | $425K | Sell |
2,023
-50
| -2% | -$10.5K | 0.01% | 934 |
|
|
2020
Q2 | $398K | Hold |
2,073
| – | – | 0.01% | 941 |
|
|
2020
Q1 | $307K | Hold |
2,073
| – | – | 0.01% | 866 |
|
|
2019
Q4 | $344K | Buy |
+2,073
| New | +$344K | 0.01% | 852 |
|