MWP
MYCIO Wealth Partners’s Erie Indemnity ERIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,353
| Closed | -$599K | – | 409 |
|
|
2019
Q1 | $599K | Sell |
3,353
-19,319
| -85% | -$3.45M | 0.05% | 141 |
|
|
2018
Q4 | $3.02M | Hold |
22,672
| – | – | 0.28% | 48 |
|
|
2018
Q3 | $2.89M | Sell |
22,672
-17,000
| -43% | -$2.17M | 0.28% | 38 |
|
|
2018
Q2 | $4.65M | Hold |
39,672
| – | – | 0.48% | 26 |
|
|
2018
Q1 | $4.67M | Sell |
39,672
-3,500
| -8% | -$412K | 0.53% | 24 |
|
|
2017
Q4 | $5.26M | Hold |
43,172
| – | – | 0.57% | 22 |
|
|
2017
Q3 | $5.21M | Sell |
43,172
-38,000
| -47% | -$4.58M | 0.59% | 22 |
|
|
2017
Q2 | $10.2M | Buy |
81,172
+21,733
| +37% | +$2.72M | 1.19% | 15 |
|
|
2017
Q1 | $7.29M | Hold |
59,439
| – | – | 0.89% | 17 |
|
|
2016
Q4 | $6.68M | Sell |
59,439
-2,000
| -3% | -$225K | 0.9% | 17 |
|
|
2016
Q3 | $6.27M | Hold |
61,439
| – | – | 1.03% | 13 |
|
|
2016
Q2 | $6.1M | Hold |
61,439
| – | – | 1.05% | 13 |
|
|
2016
Q1 | $5.71M | Hold |
61,439
| – | – | 1.01% | 13 |
|
|
2015
Q4 | $5.88M | Hold |
61,439
| – | – | 1.05% | 16 |
|
|
2015
Q3 | $5.1M | Hold |
61,439
| – | – | 1.04% | 12 |
|
|
2015
Q2 | $5.04M | Hold |
61,439
| – | – | 0.98% | 12 |
|
|
2015
Q1 | $5.36M | Hold |
61,439
| – | – | 1.09% | 11 |
|
|
2014
Q4 | $5.58M | Sell |
61,439
-2,000
| -3% | -$182K | 1.18% | 11 |
|
|
2014
Q3 | $4.81M | Hold |
63,439
| – | – | 1.13% | 10 |
|
|
2014
Q2 | $4.77M | Buy |
+63,439
| New | +$4.77M | 1.08% | 11 |
|