Avantax Planning Partners’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-502
| Closed | -$207K | – | 439 |
|
|
2024
Q4 | $207K | Hold |
502
| – | – | 0.01% | 409 |
|
|
2024
Q3 | $271K | Sell |
502
-742
| -60% | -$401K | 0.01% | 351 |
|
|
2024
Q2 | $451K | Buy |
1,244
+104
| +9% | +$37.7K | 0.01% | 302 |
|
|
2024
Q1 | $458K | Buy |
+1,140
| New | +$458K | 0.01% | 302 |
|
|
2018
Q2 | – | Sell |
-33
| Closed | -$3K | – | 586 |
|
|
2018
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 1500 |
|