Donoghue Forlines’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 |
-5,640
| Closed | -$1.18M | – | 238 |
|
2023
Q2 | $1.18M | Buy |
5,640
+324
| +6% | +$68K | 0.37% | 69 |
|
2023
Q1 | $1.23M | Buy |
5,316
+564
| +12% | +$131K | 0.44% | 59 |
|
2022
Q4 | $1.18M | Buy |
4,752
+1,565
| +49% | +$389K | 0.42% | 74 |
|
2022
Q3 | $709K | Buy |
+3,187
| New | +$709K | 0.26% | 61 |
|
2019
Q3 | – | Sell |
-10,336
| Closed | -$2.63M | – | 166 |
|
2019
Q2 | $2.63M | Buy |
+10,336
| New | +$2.63M | 0.31% | 83 |
|