TFO Wealth Partners’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$402 | – | 272 |
|
|
2024
Q1 | $402 | Hold |
1
| – | – | ﹤0.01% | 311 |
|
|
2023
Q4 | $335 | Hold |
1
| – | – | ﹤0.01% | 472 |
|
|
2023
Q3 | $210 | Hold |
1
| – | – | ﹤0.01% | 778 |
|
|
2023
Q2 | $210 | Hold |
1
| – | – | ﹤0.01% | 488 |
|
|
2023
Q1 | $232 | Sell |
1
-62
| -98% | -$14.4K | ﹤0.01% | 439 |
|
|
2022
Q4 | $1.81K | Buy |
+63
| New | +$1.81K | ﹤0.01% | 273 |
|