CAPTRUST Financial 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 |
-1,334
| Closed | -$59K | – | 3224 |
|
|
2022
Q2 | $59K | Buy |
1,334
+90
| +7% | +$3.98K | ﹤0.01% | 2611 |
|
|
2022
Q1 | $68K | Buy |
1,244
+239
| +24% | +$13.1K | ﹤0.01% | 2559 |
|
|
2021
Q4 | $53K | Buy |
1,005
+125
| +14% | +$6.59K | ﹤0.01% | 2624 |
|
|
2021
Q3 | $49K | Buy |
880
+5
| +0.6% | +$278 | ﹤0.01% | 2594 |
|
|
2021
Q2 | $57K | Sell |
875
-5
| -0.6% | -$326 | ﹤0.01% | 2436 |
|
|
2021
Q1 | $54K | Buy |
880
+430
| +96% | +$26.4K | ﹤0.01% | 2388 |
|
|
2020
Q4 | $23K | Buy |
450
+50
| +13% | +$2.56K | ﹤0.01% | 2182 |
|
|
2020
Q3 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 2076 |
|