Penn Mutual Asset Management’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-20,035
| Closed | -$245K | – | 61 |
|
2021
Q3 | $245K | Hold |
20,035
| – | – | 0.39% | 38 |
|
2021
Q2 | $252K | Buy |
20,035
+2,750
| +16% | +$34.6K | 0.32% | 43 |
|
2021
Q1 | $228K | Buy |
17,285
+3,860
| +29% | +$50.9K | 0.26% | 51 |
|
2020
Q4 | $160K | Buy |
13,425
+6,225
| +86% | +$74.2K | 0.14% | 65 |
|
2020
Q3 | $78K | Buy |
+7,200
| New | +$78K | 0.11% | 50 |
|