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SWM
SeaCrest Wealth Management’s
Erie Indemnity
ERIE
Stock Holding History
SeaCrest Wealth Management’s Portfolio
ERIE Stock Details
ERIE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-398
Closed
-$215K
–
668
2024
Q3
$215K
Buy
+398
New
+$181K
0.02%
593
2022
Q3
–
Sell
-398
Closed
-$76K
–
882
2022
Q2
$76K
Buy
+398
New
+$69.2K
0.01%
957
2019
Q4
–
Sell
-1,274
Closed
-$237K
–
565
2019
Q3
$237K
Sell
1,274
-47
-4%
-$10.7K
0.04%
448
2019
Q2
$336K
Hold
1,321
–
–
0.07%
356
2019
Q1
$236K
Hold
1,321
–
–
0.04%
421
2018
Q4
$176K
Hold
1,321
–
–
0.04%
461
2018
Q3
$168K
Hold
1,321
–
–
0.03%
565
2018
Q2
$155K
Hold
1,321
–
–
0.03%
580
2018
Q1
$155K
Hold
1,321
–
–
0.03%
565
2017
Q4
$161K
Buy
+1,321
New
+$160K
0.03%
567
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25.57%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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