TriaGen Wealth 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
Q4 | – | Sell |
-1,309
| Closed | -$707K | – | 175 |
|
|
2024
Q3 | $707K | Sell |
1,309
-7
| -0.5% | -$3.78K | 0.24% | 89 |
|
|
2024
Q2 | $477K | Sell |
1,316
-8
| -0.6% | -$2.9K | 0.18% | 102 |
|
|
2024
Q1 | $532K | Sell |
1,324
-26
| -2% | -$10.4K | 0.22% | 94 |
|
|
2023
Q4 | $452K | Buy |
1,350
+16
| +1% | +$5.36K | 0.22% | 95 |
|
|
2023
Q3 | $392K | Buy |
1,334
+1
| +0.1% | +$294 | 0.2% | 101 |
|
|
2023
Q2 | $280K | Sell |
1,333
-4
| -0.3% | -$840 | 0.13% | 139 |
|
|
2023
Q1 | $310K | Hold |
1,337
| – | – | 0.16% | 120 |
|
|
2022
Q4 | $333K | Buy |
1,337
+12
| +0.9% | +$2.99K | 0.18% | 123 |
|
|
2022
Q3 | $295K | Buy |
1,325
+8
| +0.6% | +$1.78K | 0.16% | 124 |
|
|
2022
Q2 | $253K | Buy |
+1,317
| New | +$253K | 0.18% | 125 |
|
|
2021
Q2 | – | Sell |
-1,281
| Closed | -$283K | – | 191 |
|
|
2021
Q1 | $283K | Hold |
1,281
| – | – | 0.16% | 138 |
|
|
2020
Q4 | $315K | Buy |
+1,281
| New | +$315K | 0.18% | 128 |
|