Kozak & Associates’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | -$1.9K | – | 390 |
|
|
2023
Q2 | $1.9K | Hold |
9
| – | – | ﹤0.01% | 312 |
|
|
2023
Q1 | $2.09K | Hold |
9
| – | – | ﹤0.01% | 305 |
|
|
2022
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 298 |
|
|
2022
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 294 |
|
|
2022
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 332 |
|
|
2022
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 347 |
|
|
2021
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 304 |
|