Trek Financial’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 |
-2,359
| Closed | -$693K | – | 328 |
|
|
2023
Q3 | $693K | Sell |
2,359
-715
| -23% | -$210K | 0.06% | 148 |
|
|
2023
Q2 | $646K | Buy |
3,074
+189
| +7% | +$39.7K | 0.06% | 143 |
|
|
2023
Q1 | $668K | Buy |
2,885
+1,352
| +88% | +$313K | 0.06% | 136 |
|
|
2022
Q4 | $381K | Buy |
+1,533
| New | +$381K | 0.04% | 169 |
|
|
2021
Q3 | – | Sell |
-2,728
| Closed | -$527K | – | 224 |
|
|
2021
Q2 | $527K | Buy |
2,728
+867
| +47% | +$167K | 0.06% | 104 |
|
|
2021
Q1 | $411K | Buy |
+1,861
| New | +$411K | 0.05% | 113 |
|