SkyOak Wealth’s Erie Indemnity ERIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,153	Closed	-$339K	–	249
2023 Q3	$339K	Sell	1,153 -99	-8%	-$29.1K	0.1%	144
2023 Q2	$263K	Buy	+1,252	New	+$263K	0.07%	188