J.W. Coons Advisors’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$264K | 0.08% | 196 |
|
|
2023
Q2 | – | Sell |
-885
| Closed | -$205K | – | 234 |
|
|
2023
Q1 | $205K | Buy |
+885
| New | +$205K | 0.06% | 233 |
|
|
2021
Q4 | – | Sell |
-1,455
| Closed | -$261K | – | 261 |
|
|
2021
Q3 | $261K | Sell |
1,455
-1,175
| -45% | -$211K | 0.09% | 196 |
|
|
2021
Q2 | $510K | Buy |
2,630
+260
| +11% | +$50.4K | 0.18% | 138 |
|
|
2021
Q1 | $523K | Buy |
+2,370
| New | +$523K | 0.19% | 135 |
|