Montag & Associates’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-600
| Closed | -$17K | – | 975 |
|
|
2022
Q3 | $17K | Hold |
600
| – | – | ﹤0.01% | 675 |
|
|
2022
Q2 | $27K | Hold |
600
| – | – | ﹤0.01% | 615 |
|
|
2022
Q1 | $33K | Hold |
600
| – | – | ﹤0.01% | 614 |
|
|
2021
Q4 | $32K | Hold |
600
| – | – | ﹤0.01% | 630 |
|
|
2021
Q3 | $33K | Hold |
600
| – | – | ﹤0.01% | 618 |
|
|
2021
Q2 | $39K | Hold |
600
| – | – | ﹤0.01% | 583 |
|
|
2021
Q1 | $36K | Hold |
600
| – | – | ﹤0.01% | 592 |
|
|
2020
Q4 | $31K | Buy |
+600
| New | +$31K | ﹤0.01% | 590 |
|