Symmetry Partners’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 |
-746
| Closed | -$219K | – | 522 |
|
|
2023
Q3 | $219K | Buy |
+746
| New | +$219K | 0.01% | 501 |
|
|
2023
Q2 | – | Sell |
-996
| Closed | -$231K | – | 586 |
|
|
2023
Q1 | $231K | Buy |
+996
| New | +$231K | 0.01% | 508 |
|
|
2021
Q2 | – | Sell |
-2,197
| Closed | -$485K | – | 658 |
|
|
2021
Q1 | $485K | Hold |
2,197
| – | – | 0.03% | 409 |
|
|
2020
Q4 | $540K | Buy |
2,197
+635
| +41% | +$156K | 0.04% | 348 |
|
|
2020
Q3 | $328K | Buy |
1,562
+302
| +24% | +$63.4K | 0.03% | 461 |
|
|
2020
Q2 | $242K | Sell |
1,260
-883
| -41% | -$170K | 0.03% | 263 |
|
|
2020
Q1 | $318K | Sell |
2,143
-644
| -23% | -$95.6K | 0.07% | 193 |
|
|
2019
Q4 | $463K | Buy |
2,787
+684
| +33% | +$114K | 0.1% | 175 |
|
|
2019
Q3 | $390K | Sell |
2,103
-131
| -6% | -$24.3K | 0.08% | 204 |
|
|
2019
Q2 | $568K | Buy |
2,234
+1,230
| +123% | +$313K | 0.12% | 141 |
|
|
2019
Q1 | $179K | Buy |
+1,004
| New | +$179K | 0.03% | 323 |
|