Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,210
| Closed | -$297K | – | 386 |
|
|
2020
Q4 | $297K | Buy |
1,210
+21
| +2% | +$5.16K | 0.03% | 285 |
|
|
2020
Q3 | $250K | Sell |
1,189
-48
| -4% | -$10.1K | 0.03% | 292 |
|
|
2020
Q2 | $237K | Buy |
+1,237
| New | +$237K | 0.03% | 292 |
|
|
2019
Q3 | – | Sell |
-858
| Closed | -$218K | – | 291 |
|
|
2019
Q2 | $218K | Buy |
+858
| New | +$218K | 0.03% | 254 |
|