EP
Edgestream Partners’s Erie Indemnity ERIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,028
| Closed | -$2.06M | – | 893 |
|
|
2023
Q3 | $2.06M | Buy |
+7,028
| New | +$2.06M | 0.16% | 183 |
|
|
2023
Q1 | – | Sell |
-32,018
| Closed | -$7.96M | – | 582 |
|
|
2022
Q4 | $7.96M | Sell |
32,018
-6,333
| -17% | -$1.58M | 0.9% | 12 |
|
|
2022
Q3 | $8.53M | Buy |
38,351
+23,168
| +153% | +$5.15M | 0.66% | 29 |
|
|
2022
Q2 | $2.92M | Buy |
15,183
+12,473
| +460% | +$2.4M | 0.23% | 146 |
|
|
2022
Q1 | $477K | Sell |
2,710
-20,460
| -88% | -$3.6M | 0.04% | 433 |
|
|
2021
Q4 | $4.46M | Buy |
+23,170
| New | +$4.46M | 0.28% | 109 |
|
|
2021
Q3 | – | Sell |
-1,967
| Closed | -$380K | – | 520 |
|
|
2021
Q2 | $380K | Buy |
+1,967
| New | +$380K | 0.02% | 373 |
|