Dynamic Advisor Solutions’s Mercury Insurance MCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,675
| Closed | -$202K | – | 228 |
|
|
2016
Q3 | $202K | Buy |
+3,675
| New | +$202K | 0.08% | 220 |
|
|
2016
Q1 | – | Sell |
-7,550
| Closed | -$352K | – | 206 |
|
|
2015
Q4 | $352K | Buy |
7,550
+2,550
| +51% | +$119K | 0.15% | 162 |
|
|
2015
Q3 | $253K | Buy |
+5,000
| New | +$253K | 0.13% | 154 |
|