Schubert & Co’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 |
-27
| Closed | -$6.26K | – | 514 |
|
2023
Q1 | $6.26K | Sell |
27
-3
| -10% | -$695 | 0.01% | 367 |
|
2022
Q4 | $7.46K | Buy |
30
+2
| +7% | +$497 | 0.01% | 285 |
|
2022
Q3 | $6K | Buy |
28
+9
| +47% | +$1.93K | 0.01% | 338 |
|
2022
Q2 | $4K | Buy |
19
+10
| +111% | +$2.11K | ﹤0.01% | 432 |
|
2022
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 394 |
|
2021
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 351 |
|