Shelton Capital Management’s Erie Indemnity ERIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,016
Closed -$368K 752
2024
Q2
$368K Sell
1,016
-37
-4% -$13.4K 0.01% 404
2024
Q1
$423K Sell
1,053
-32
-3% -$12.9K 0.01% 391
2023
Q4
$363K Sell
1,085
-73
-6% -$24.4K 0.01% 406
2023
Q3
$340K Buy
+1,158
New +$340K 0.01% 412