Meritage Portfolio Management’s Mercury Insurance MCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-34,216
Closed -$2.08M 309
2021
Q1
$2.08M Sell
34,216
-3,018
-8% -$184K 0.14% 167
2020
Q4
$1.94M Sell
37,234
-967
-3% -$50.5K 0.14% 172
2020
Q3
$1.58M Sell
38,201
-3,764
-9% -$156K 0.14% 168
2020
Q2
$1.71M Sell
41,965
-4,680
-10% -$191K 0.16% 153
2020
Q1
$1.9M Sell
46,645
-198
-0.4% -$8.06K 0.26% 114
2019
Q4
$2.28M Buy
+46,843
New +$2.28M 0.2% 165