Cetera Trust Company’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-31,850
| Closed | -$257K | – | 381 |
|
2024
Q4 | $257K | Buy |
31,850
+1,875
| +6% | +$15.1K | 0.17% | 124 |
|
2024
Q3 | $227K | Hold |
29,975
| – | – | 0.14% | 157 |
|
2024
Q2 | $185K | Sell |
29,975
-1,150
| -4% | -$7.1K | 0.12% | 168 |
|
2024
Q1 | $171K | Buy |
31,125
+12,275
| +65% | +$67.6K | 0.1% | 179 |
|
2023
Q4 | $119K | Buy |
+18,850
| New | +$119K | 0.07% | 188 |
|