Laurel Wealth Advisors (California)’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 |
-17,515
| Closed | -$776K | – | 648 |
|
|
2022
Q2 | $776K | Sell |
17,515
-1,020
| -6% | -$45.2K | 0.08% | 251 |
|
|
2022
Q1 | $1.02M | Buy |
18,535
+5,760
| +45% | +$317K | 0.08% | 242 |
|
|
2021
Q4 | $678K | Sell |
12,775
-1,355
| -10% | -$71.9K | 0.05% | 353 |
|
|
2021
Q3 | $787K | Sell |
14,130
-130
| -0.9% | -$7.24K | 0.14% | 169 |
|
|
2021
Q2 | $926K | Buy |
14,260
+2,880
| +25% | +$187K | 0.12% | 186 |
|
|
2021
Q1 | $692K | Buy |
11,380
+2,680
| +31% | +$163K | 0.1% | 204 |
|
|
2020
Q4 | $454K | Buy |
+8,700
| New | +$454K | 0.07% | 264 |
|