Burney Company’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 |
-12,689
| Closed | -$562K | – | 560 |
|
|
2022
Q2 | $562K | Hold |
12,689
| – | – | 0.03% | 392 |
|
|
2022
Q1 | $698K | Buy |
12,689
+190
| +2% | +$10.5K | 0.03% | 380 |
|
|
2021
Q4 | $663K | Buy |
12,499
+245
| +2% | +$13K | 0.03% | 389 |
|
|
2021
Q3 | $682K | Buy |
12,254
+165
| +1% | +$9.18K | 0.03% | 368 |
|
|
2021
Q2 | $785K | Buy |
12,089
+1,374
| +13% | +$89.2K | 0.04% | 358 |
|
|
2021
Q1 | $652K | Buy |
10,715
+2,390
| +29% | +$145K | 0.03% | 373 |
|
|
2020
Q4 | $435K | Buy |
+8,325
| New | +$435K | 0.02% | 391 |
|