Financial Gravity Asset Management’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$150 | – | 1770 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1671 |
|
|
2023
Q3 | – | Sell |
-210
| Closed | -$1.28K | – | 1408 |
|
|
2023
Q2 | $1.28K | Sell |
210
-22
| -9% | -$134 | ﹤0.01% | 748 |
|
|
2023
Q1 | $3 | Sell |
232
-17
| -7% | – | ﹤0.01% | 954 |
|
|
2022
Q4 | $1.41K | Buy |
+249
| New | +$1.41K | 0.01% | 600 |
|
|
2021
Q2 | – | Hold |
0
| – | -$23 | – | 995 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 650 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 567 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$166K | – | 1194 |
|
|
2019
Q4 | $166K | Buy |
14
+3
| +27% | +$35.6K | 0.11% | 158 |
|
|
2019
Q3 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 879 |
|
|
2019
Q2 | – | Sell |
-22
| Closed | -$4K | – | 1359 |
|
|
2019
Q1 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 745 |
|
|
2018
Q3 | – | Sell |
-1
| Closed | – | – | 1455 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1470 |
|
|
2018
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1426 |
|