Domani Wealth’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,122
| Closed | -$226K | – | 111 |
|
|
2016
Q3 | $226K | Sell |
4,122
-1,261
| -23% | -$69.1K | 0.09% | 105 |
|
|
2016
Q2 | $286K | Sell |
5,383
-1,306
| -20% | -$69.4K | 0.11% | 89 |
|
|
2016
Q1 | $371K | Sell |
6,689
-1,552
| -19% | -$86.1K | 0.14% | 83 |
|
|
2015
Q4 | $384K | Buy |
8,241
+1,212
| +17% | +$56.5K | 0.15% | 79 |
|
|
2015
Q3 | $355K | Sell |
7,029
-11
| -0.2% | -$556 | 0.19% | 67 |
|
|
2015
Q2 | $392K | Buy |
7,040
+6,624
| +1,592% | +$369K | 0.21% | 62 |
|
|
2015
Q1 | $7.21K | Buy |
+416
| New | +$7.21K | 0.11% | 56 |
|