Financial Gravity Asset Management’s Erie Indemnity ERIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Hold	0	–	–	–	1671
2023 Q3	–	Sell	-210	Closed	-$1.28K	–	1408
2023 Q2	$1.28K	Sell	210 -22	-9%	-$4.91K	﹤0.01%	748
2023 Q1	$3	Sell	232 -17	-7%	-$4.07K	﹤0.01%	954
2022 Q4	$1.41K	Buy	+249	New	+$64.1K	0.01%	600
2021 Q1	–	Hold	0	–	–	–	650
2020 Q1	–	Sell	-14	Closed	-$166K	–	1194
2019 Q4	$166K	Buy	14 +3	+27%	+$530	0.11%	158
2019 Q3	$2K	Buy	+11	New	+$2.5K	﹤0.01%	879
2019 Q2	–	Sell	-22	Closed	-$4K	–	1359
2019 Q1	$4K	Buy	+22	New	+$3.53K	﹤0.01%	745
2018 Q3	–	Sell	-1	Closed	–	–	1455
2018 Q2	$0	Hold	1	–	–	﹤0.01%	1470
2018 Q1	$0	Buy	+1	New	+$116	﹤0.01%	1426