Hennessy Advisors Inc’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-63,040
| Closed | -$6.03M | – | 294 |
|
2015
Q4 | $6.03M | Buy |
63,040
+800
| +1% | +$76.5K | 0.19% | 118 |
|
2015
Q3 | $5.16M | Buy |
62,240
+4,000
| +7% | +$332K | 0.16% | 130 |
|
2015
Q2 | $4.78M | Sell |
58,240
-4,400
| -7% | -$361K | 0.14% | 141 |
|
2015
Q1 | $5.47M | Buy |
+62,640
| New | +$5.47M | 0.16% | 143 |
|