Kovitz Investment Group’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,950
| Closed | -$228K | – | 110 |
|
|
2015
Q1 | $228K | Hold |
3,950
| – | – | 0.01% | 104 |
|
|
2014
Q4 | $224K | Buy |
+3,950
| New | +$224K | 0.01% | 101 |
|
|
2014
Q2 | – | Sell |
-6,755
| Closed | -$256K | – | 115 |
|
|
2014
Q1 | $256K | Buy |
+6,755
| New | +$256K | 0.01% | 97 |
|
|
2013
Q4 | – | Sell |
-4,450
| Closed | -$215K | – | 106 |
|
|
2013
Q3 | $215K | Sell |
4,450
-1,805
| -29% | -$87.2K | 0.01% | 99 |
|
|
2013
Q2 | $275K | Buy |
+6,255
| New | +$275K | 0.01% | 87 |
|