CSat Investment Advisory’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-176
| Closed | -$37K | – | 663 |
|
|
2020
Q3 | $37K | Buy |
176
+22
| +14% | +$4.63K | ﹤0.01% | 716 |
|
|
2020
Q2 | $30K | Sell |
154
-7
| -4% | -$1.36K | ﹤0.01% | 743 |
|
|
2020
Q1 | $24K | Buy |
161
+25
| +18% | +$3.73K | 0.01% | 690 |
|
|
2019
Q4 | $23K | Buy |
136
+21
| +18% | +$3.55K | 0.01% | 743 |
|
|
2019
Q3 | $21K | Buy |
115
+16
| +16% | +$2.92K | 0.01% | 698 |
|
|
2019
Q2 | $25K | Buy |
+99
| New | +$25K | 0.01% | 655 |
|