Foundations Investment Advisors’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,542
| Closed | -$297K | – | 405 |
|
|
2022
Q1 | $297K | Sell |
5,542
-279
| -5% | -$15K | 0.01% | 272 |
|
|
2021
Q4 | $321K | Buy |
5,821
+498
| +9% | +$27.5K | 0.01% | 266 |
|
|
2021
Q3 | $299K | Sell |
5,323
-4
| -0.1% | -$225 | 0.01% | 251 |
|
|
2021
Q2 | $336K | Sell |
5,327
-250
| -4% | -$15.8K | 0.02% | 217 |
|
|
2021
Q1 | $351K | Sell |
5,577
-5,494
| -50% | -$346K | 0.02% | 165 |
|
|
2020
Q4 | $579K | Sell |
11,071
-10,921
| -50% | -$571K | 0.04% | 108 |
|
|
2020
Q3 | $909K | Sell |
21,992
-11,410
| -34% | -$472K | 0.2% | 79 |
|
|
2020
Q2 | $1.33M | Sell |
33,402
-1,144
| -3% | -$45.6K | 0.12% | 57 |
|
|
2020
Q1 | $1.31M | Buy |
34,546
+756
| +2% | +$28.6K | 0.15% | 29 |
|
|
2019
Q4 | $1.65M | Buy |
33,790
+1,289
| +4% | +$62.9K | 0.2% | 43 |
|
|
2019
Q3 | $1.75M | Buy |
32,501
+5,431
| +20% | +$292K | 0.23% | 35 |
|
|
2019
Q2 | $1.73M | Buy |
27,070
+4,900
| +22% | +$313K | 0.26% | 32 |
|
|
2019
Q1 | $1.11M | Buy |
22,170
+525
| +2% | +$26.3K | 0.19% | 32 |
|
|
2018
Q4 | $1.14M | Buy |
21,645
+2,840
| +15% | +$149K | 0.24% | 27 |
|
|
2018
Q3 | $943K | Buy |
18,805
+2,995
| +19% | +$150K | 0.23% | 45 |
|
|
2018
Q2 | $720K | Buy |
+15,810
| New | +$720K | 0.19% | 42 |
|