BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7
| Closed | -$1K | – | 994 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 892 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 915 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 975 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 955 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 900 |
|
|
2021
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 772 |
|
|
2020
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 770 |
|