Wealthspire Advisors (Maryland)’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4
| Closed | -$1K | – | 940 |
|
|
2019
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 2325 |
|
|
2018
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 2258 |
|
|
2018
Q3 | $1K | Sell |
4
-3
| -43% | -$750 | ﹤0.01% | 2271 |
|
|
2018
Q2 | $1K | Sell |
7
-7
| -50% | -$1K | ﹤0.01% | 2297 |
|
|
2018
Q1 | $2K | Sell |
14
-5
| -26% | -$714 | ﹤0.01% | 2157 |
|
|
2017
Q4 | $2K | Buy |
19
+15
| +375% | +$1.58K | ﹤0.01% | 2113 |
|
|
2017
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2311 |
|