Brinker Capital Investments’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19,796
| Closed | -$877K | – | 1368 |
|
|
2022
Q2 | $877K | Sell |
19,796
-2,236
| -10% | -$99.1K | 0.02% | 792 |
|
|
2022
Q1 | $1.21M | Buy |
22,032
+4,010
| +22% | +$221K | 0.02% | 723 |
|
|
2021
Q4 | $956K | Sell |
18,022
-6,327
| -26% | -$336K | 0.01% | 834 |
|
|
2021
Q3 | $1.58M | Hold |
24,349
| – | – | 0.03% | 617 |
|
|
2021
Q2 | $1.58M | Buy |
24,349
+2,145
| +10% | +$139K | 0.02% | 672 |
|
|
2021
Q1 | $1.35M | Sell |
22,204
-22,828
| -51% | -$1.39M | 0.02% | 615 |
|
|
2020
Q4 | $2.35M | Buy |
45,032
+26,067
| +137% | +$1.36M | 0.04% | 516 |
|
|
2020
Q3 | $785K | Buy |
+18,965
| New | +$785K | 0.01% | 770 |
|
|
2017
Q2 | – | Sell |
-5,875
| Closed | -$358K | – | 497 |
|
|
2017
Q1 | $358K | Buy |
5,875
+763
| +15% | +$46.5K | 0.01% | 239 |
|
|
2016
Q4 | $308K | Buy |
+5,112
| New | +$308K | 0.01% | 241 |
|