Disciplined Investments’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$1.05K | – | 553 |
|
|
2023
Q2 | $1.05K | Sell |
5
-2
| -29% | -$420 | ﹤0.01% | 948 |
|
|
2023
Q1 | $1.62K | Sell |
7
-2
| -22% | -$463 | ﹤0.01% | 755 |
|
|
2022
Q4 | $2.24K | Buy |
9
+1
| +13% | +$249 | ﹤0.01% | 588 |
|
|
2022
Q3 | $2K | Buy |
8
+1
| +14% | +$250 | ﹤0.01% | 621 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 893 |
|
|
2022
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 950 |
|