Balasa Dinverno & Foltz’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
-8,036
Closed -$447K 348
2021
Q3
$447K Buy
8,036
+4,886
+155% +$272K 0.03% 203
2021
Q2
$205K Buy
+3,150
New +$205K 0.01% 319