Berman Capital Advisors’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $12K | Buy |
75
+49
| +188% | +$7.84K | ﹤0.01% | 1122 |
|
|
2021
Q2 | $5K | Sell |
26
-1
| -4% | -$192 | ﹤0.01% | 1339 |
|
|
2021
Q1 | $6K | Buy |
27
+3
| +13% | +$667 | ﹤0.01% | 1202 |
|
|
2020
Q4 | $6K | Hold |
24
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q3 | $5K | Hold |
24
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q2 | $4K | Sell |
24
-3
| -11% | -$500 | ﹤0.01% | 1041 |
|
|
2020
Q1 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 936 |
|