Geneos Wealth Management’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-350
| Closed | -$15K | – | 2347 |
|
|
2022
Q2 | $15K | Hold |
350
| – | – | ﹤0.01% | 1811 |
|
|
2022
Q1 | $19K | Hold |
350
| – | – | ﹤0.01% | 1829 |
|
|
2021
Q4 | $18K | Hold |
350
| – | – | ﹤0.01% | 1941 |
|
|
2021
Q3 | $19K | Hold |
350
| – | – | ﹤0.01% | 1942 |
|
|
2021
Q2 | $23K | Sell |
350
-1,000
| -74% | -$65.7K | ﹤0.01% | 1848 |
|
|
2021
Q1 | $84K | Hold |
1,350
| – | – | ﹤0.01% | 1378 |
|
|
2020
Q4 | $82K | Buy |
1,350
+1,000
| +286% | +$60.7K | ﹤0.01% | 1217 |
|
|
2020
Q3 | $14K | Hold |
350
| – | – | ﹤0.01% | 1829 |
|
|
2020
Q2 | $13K | Sell |
350
-750
| -68% | -$27.9K | ﹤0.01% | 1805 |
|
|
2020
Q1 | $42K | Hold |
1,100
| – | – | ﹤0.01% | 1195 |
|
|
2019
Q4 | $53K | Hold |
1,100
| – | – | ﹤0.01% | 1219 |
|
|
2019
Q3 | $61K | Hold |
1,100
| – | – | ﹤0.01% | 1086 |
|
|
2019
Q2 | $68K | Hold |
1,100
| – | – | ﹤0.01% | 1055 |
|
|
2019
Q1 | $55K | Buy |
1,100
+750
| +214% | +$37.5K | ﹤0.01% | 1092 |
|
|
2018
Q4 | $17K | Hold |
350
| – | – | ﹤0.01% | 1569 |
|
|
2018
Q3 | $17K | Hold |
350
| – | – | ﹤0.01% | 1653 |
|
|
2018
Q2 | $15K | Hold |
350
| – | – | ﹤0.01% | 1568 |
|
|
2018
Q1 | $16K | Sell |
350
-248
| -41% | -$11.3K | ﹤0.01% | 1482 |
|
|
2017
Q4 | $31K | Buy |
598
+3
| +0.5% | +$156 | ﹤0.01% | 1220 |
|
|
2017
Q3 | $33K | Buy |
595
+3
| +0.5% | +$166 | ﹤0.01% | 1132 |
|
|
2017
Q2 | $32K | Buy |
592
+3
| +0.5% | +$162 | ﹤0.01% | 1101 |
|
|
2017
Q1 | $35K | Buy |
589
+2
| +0.3% | +$119 | ﹤0.01% | 1025 |
|
|
2016
Q4 | $35K | Buy |
587
+2
| +0.3% | +$119 | ﹤0.01% | 966 |
|
|
2016
Q3 | $32K | Buy |
585
+3
| +0.5% | +$164 | ﹤0.01% | 964 |
|
|
2016
Q2 | $30K | Buy |
582
+3
| +0.5% | +$155 | ﹤0.01% | 986 |
|
|
2016
Q1 | $32K | Buy |
+579
| New | +$32K | ﹤0.01% | 946 |
|