Cary Street Partners Investment Advisory’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-800
| Closed | -$22.4K | – | 1340 |
|
|
2023
Q3 | $22.4K | Hold |
800
| – | – | ﹤0.01% | 1083 |
|
|
2023
Q2 | $24.2K | Hold |
800
| – | – | ﹤0.01% | 998 |
|
|
2023
Q1 | $25.4K | Hold |
800
| – | – | ﹤0.01% | 909 |
|
|
2022
Q4 | $27.4K | Buy |
+800
| New | +$27.4K | ﹤0.01% | 889 |
|
|
2020
Q4 | – | Sell |
-800
| Closed | -$33K | – | 659 |
|
|
2020
Q3 | $33K | Buy |
+800
| New | +$33K | 0.01% | 559 |
|