Cambridge Investment Research Advisors’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 |
-6,320
| Closed | -$280K | – | 3123 |
|
|
2022
Q2 | $280K | Buy |
+6,320
| New | +$280K | ﹤0.01% | 2443 |
|
|
2022
Q1 | – | Sell |
-4,744
| Closed | -$252K | – | 3248 |
|
|
2021
Q4 | $252K | Buy |
4,744
+172
| +4% | +$9.14K | ﹤0.01% | 2693 |
|
|
2021
Q3 | $255K | Buy |
4,572
+204
| +5% | +$11.4K | ﹤0.01% | 2601 |
|
|
2021
Q2 | $284K | Buy |
4,368
+636
| +17% | +$41.4K | ﹤0.01% | 2510 |
|
|
2021
Q1 | $227K | Buy |
+3,732
| New | +$227K | ﹤0.01% | 2508 |
|
|
2020
Q4 | – | Sell |
-10,833
| Closed | -$448K | – | 2754 |
|
|
2020
Q3 | $448K | Buy |
10,833
+568
| +6% | +$23.5K | ﹤0.01% | 1676 |
|
|
2020
Q2 | $418K | Buy |
+10,265
| New | +$418K | ﹤0.01% | 1661 |
|
|
2018
Q1 | – | Sell |
-4,051
| Closed | -$216K | – | 2199 |
|
|
2017
Q4 | $216K | Sell |
4,051
-32
| -0.8% | -$1.71K | ﹤0.01% | 1878 |
|
|
2017
Q3 | $231K | Sell |
4,083
-549
| -12% | -$31.1K | ﹤0.01% | 1729 |
|
|
2017
Q2 | $250K | Buy |
4,632
+236
| +5% | +$12.7K | ﹤0.01% | 1628 |
|
|
2017
Q1 | $268K | Buy |
4,396
+475
| +12% | +$29K | ﹤0.01% | 1458 |
|
|
2016
Q4 | $236K | Buy |
3,921
+184
| +5% | +$11.1K | ﹤0.01% | 1412 |
|
|
2016
Q3 | $205K | Buy |
+3,737
| New | +$205K | ﹤0.01% | 1537 |
|