Jackson Wealth Management’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-50,000
| Closed | -$8.81M | – | 102 |
|
|
2022
Q1 | $8.81M | Buy |
+50,000
| New | +$8.81M | 1.22% | 25 |
|
|
2020
Q4 | – | Sell |
-2,000
| Closed | -$421K | – | 129 |
|
|
2020
Q3 | $421K | Hold |
2,000
| – | – | 0.06% | 113 |
|
|
2020
Q2 | $384K | Buy |
+2,000
| New | +$384K | 0.07% | 116 |
|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$420K | – | 116 |
|
|
2019
Q4 | $420K | Buy |
+2,500
| New | +$420K | 0.07% | 138 |
|
|
2019
Q3 | – | Sell |
-86,000
| Closed | -$22.8M | – | 128 |
|
|
2019
Q2 | $22.8M | Buy |
86,000
+53,000
| +161% | +$14M | 4.96% | 5 |
|
|
2019
Q1 | $5.89M | Buy |
33,000
+22,000
| +200% | +$3.93M | 1.44% | 21 |
|
|
2018
Q4 | $1.46M | Buy |
+11,000
| New | +$1.46M | 0.44% | 61 |
|