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J.W. Coons Advisors’s Erie Indemnity ERIE Stock Holding History

J.W. Coons Advisors’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-900
Closed -$301K – 244
2023
Q4 		$301K Hold
900
– – 0.08% 190
2023
Q3 		$264K Buy
+900
New +$233K 0.08% 196
2023
Q2 		– Sell
-885
Closed -$205K – 234
2023
Q1 		$205K Buy
+885
New +$212K 0.06% 233
2021
Q4 		– Sell
-1,455
Closed -$261K – 261
2021
Q3 		$261K Sell
1,455
-1,175
-45% -$213K 0.09% 196
2021
Q2 		$510K Buy
2,630
+260
+11% +$53.6K 0.18% 138
2021
Q1 		$523K Buy
+2,370
New +$575K 0.19% 135

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