Disciplined Investments’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12
| Closed | -$363 | – | 956 |
|
|
2023
Q2 | $363 | Hold |
12
| – | – | ﹤0.01% | 1341 |
|
|
2023
Q1 | $381 | Hold |
12
| – | – | ﹤0.01% | 1321 |
|
|
2022
Q4 | $410 | Sell |
12
-1
| -8% | -$34 | ﹤0.01% | 1251 |
|
|
2022
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 1442 |
|
|
2022
Q2 | $1K | Buy |
13
+2
| +18% | +$154 | ﹤0.01% | 1005 |
|
|
2022
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1066 |
|