Oak Thistle LLC’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,818
| Closed | -$653K | – | 412 |
|
|
2023
Q1 | $653K | Buy |
+2,818
| New | +$653K | 0.39% | 75 |
|
|
2022
Q4 | – | Sell |
-1,036
| Closed | -$230K | – | 183 |
|
|
2022
Q3 | $230K | Buy |
+1,036
| New | +$230K | 0.83% | 63 |
|
|
2022
Q2 | – | Sell |
-2,536
| Closed | -$446K | – | 253 |
|
|
2022
Q1 | $446K | Buy |
2,536
+1,278
| +102% | +$225K | 0.23% | 195 |
|
|
2021
Q4 | $242K | Buy |
+1,258
| New | +$242K | 0.19% | 247 |
|