AE Wealth Management’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,309
| Closed | -$240K | – | 1740 |
|
|
2021
Q3 | $240K | Buy |
4,309
+117
| +3% | +$6.52K | ﹤0.01% | 1452 |
|
|
2021
Q2 | $272K | Buy |
4,192
+40
| +1% | +$2.6K | ﹤0.01% | 1382 |
|
|
2021
Q1 | $252K | Buy |
4,152
+42
| +1% | +$2.55K | ﹤0.01% | 1314 |
|
|
2020
Q4 | $215K | Buy |
+4,110
| New | +$215K | ﹤0.01% | 1259 |
|
|
2019
Q4 | – | Sell |
-4,000
| Closed | -$224K | – | 1151 |
|
|
2019
Q3 | $224K | Hold |
4,000
| – | – | 0.01% | 891 |
|
|
2019
Q2 | $250K | Hold |
4,000
| – | – | 0.01% | 820 |
|
|
2019
Q1 | $200K | Hold |
4,000
| – | – | 0.01% | 597 |
|
|
2018
Q4 | $207K | Hold |
4,000
| – | – | 0.04% | 436 |
|
|
2018
Q3 | $201K | Buy |
+4,000
| New | +$201K | 0.01% | 563 |
|