Capstone Asset Management’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $272K | Buy |
5,046
+230
| +5% | +$12.4K | 0.01% | 1329 |
|
|
2017
Q1 | $294K | Buy |
4,816
+370
| +8% | +$22.6K | 0.01% | 1302 |
|
|
2016
Q4 | $268K | Buy |
+4,446
| New | +$268K | 0.01% | 1391 |
|
|
2015
Q4 | – | Sell |
-4,766
| Closed | -$241K | – | 1619 |
|
|
2015
Q3 | $241K | Buy |
4,766
+300
| +7% | +$15.2K | 0.01% | 1370 |
|
|
2015
Q2 | $249K | Buy |
4,466
+260
| +6% | +$14.5K | 0.01% | 1407 |
|
|
2015
Q1 | $243K | Buy |
4,206
+180
| +4% | +$10.4K | 0.01% | 1491 |
|
|
2014
Q4 | $228K | Buy |
+4,026
| New | +$228K | 0.01% | 1517 |
|
|
2014
Q1 | – | Sell |
-4,376
| Closed | -$218K | – | 1789 |
|
|
2013
Q4 | $218K | Buy |
+4,376
| New | +$218K | 0.01% | 1731 |
|