Wellington Shields & Co’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-494
| Closed | -$207K | – | 321 |
|
|
2025
Q1 | $207K | Hold |
494
| – | – | 0.06% | 210 |
|
|
2024
Q4 | $204K | Hold |
494
| – | – | 0.06% | 198 |
|
|
2024
Q3 | $267K | Buy |
+494
| New | +$267K | 0.08% | 189 |
|
|
2023
Q1 | – | Sell |
-872
| Closed | -$217K | – | 301 |
|
|
2022
Q4 | $217K | Buy |
+872
| New | +$217K | 0.05% | 190 |
|