Cetera Advisors’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,051
| Closed | -$283K | – | 940 |
|
|
2019
Q3 | $283K | Buy |
5,051
+976
| +24% | +$54.7K | 0.01% | 701 |
|
|
2019
Q2 | $256K | Sell |
4,075
-150
| -4% | -$9.42K | 0.01% | 763 |
|
|
2019
Q1 | $212K | Hold |
4,225
| – | – | 0.01% | 763 |
|
|
2018
Q4 | $219K | Buy |
+4,225
| New | +$219K | 0.01% | 733 |
|
|
2018
Q2 | – | Sell |
-4,500
| Closed | -$208K | – | 889 |
|
|
2018
Q1 | $208K | Hold |
4,500
| – | – | 0.01% | 720 |
|
|
2017
Q4 | $242K | Sell |
4,500
-180
| -4% | -$9.68K | 0.01% | 650 |
|
|
2017
Q3 | $264K | Sell |
4,680
-200
| -4% | -$11.3K | 0.02% | 655 |
|
|
2017
Q2 | $263K | Sell |
4,880
-1,864
| -28% | -$100K | 0.02% | 646 |
|
|
2017
Q1 | $407K | Buy |
6,744
+2,164
| +47% | +$131K | 0.03% | 492 |
|
|
2016
Q4 | $275K | Buy |
4,580
+250
| +6% | +$15K | 0.02% | 542 |
|
|
2016
Q3 | $234K | Hold |
4,330
| – | – | 0.02% | 621 |
|
|
2016
Q2 | $233K | Buy |
4,330
+180
| +4% | +$9.69K | 0.02% | 638 |
|
|
2016
Q1 | $232K | Sell |
4,150
-1,950
| -32% | -$109K | 0.02% | 594 |
|
|
2015
Q4 | $285K | Buy |
+6,100
| New | +$285K | 0.02% | 557 |
|
|
2015
Q3 | – | Sell |
-4,825
| Closed | -$270K | – | 725 |
|
|
2015
Q2 | $270K | Hold |
4,825
| – | – | 0.02% | 560 |
|
|
2015
Q1 | $278K | Hold |
4,825
| – | – | 0.03% | 528 |
|
|
2014
Q4 | $274K | Buy |
4,825
+600
| +14% | +$34.1K | 0.03% | 503 |
|
|
2014
Q3 | $209K | Buy |
+4,225
| New | +$209K | 0.02% | 538 |
|
|
2014
Q1 | – | Sell |
-8,400
| Closed | -$419K | – | 565 |
|
|
2013
Q4 | $419K | Hold |
8,400
| – | – | 0.06% | 321 |
|
|
2013
Q3 | $405K | Buy |
8,400
+1,400
| +20% | +$67.5K | 0.07% | 267 |
|
|
2013
Q2 | $308K | Buy |
+7,000
| New | +$308K | 0.06% | 291 |
|