Next Financial Group’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $515K | Sell |
9,712
-821
| -8% | -$43.5K | 0.03% | 535 |
|
|
2021
Q3 | $586K | Sell |
10,533
-682
| -6% | -$37.9K | 0.05% | 403 |
|
|
2021
Q2 | $728K | Sell |
11,215
-363
| -3% | -$23.6K | 0.06% | 351 |
|
|
2021
Q1 | $704K | Buy |
11,578
+5,096
| +79% | +$310K | 0.06% | 319 |
|
|
2020
Q4 | $338K | Buy |
6,482
+173
| +3% | +$9.02K | 0.03% | 518 |
|
|
2020
Q3 | $261K | Buy |
6,309
+134
| +2% | +$5.54K | 0.03% | 538 |
|
|
2020
Q2 | $252K | Buy |
6,175
+2,523
| +69% | +$103K | 0.03% | 463 |
|
|
2020
Q1 | $149K | Buy |
3,652
+1,605
| +78% | +$65.5K | 0.02% | 632 |
|
|
2019
Q4 | $100K | Buy |
2,047
+878
| +75% | +$42.9K | 0.01% | 936 |
|
|
2019
Q3 | $65K | Hold |
1,169
| – | – | 0.01% | 1057 |
|
|
2019
Q2 | $73K | Buy |
+1,169
| New | +$73K | 0.01% | 1034 |
|
|
2019
Q1 | – | Sell |
-1,169
| Closed | -$60K | – | 1918 |
|
|
2018
Q4 | $60K | Buy |
+1,169
| New | +$60K | 0.01% | 754 |
|
|
2017
Q2 | – | Sell |
-450
| Closed | -$28K | – | 1949 |
|
|
2017
Q1 | $28K | Sell |
450
-773
| -63% | -$48.1K | 0.01% | 926 |
|
|
2016
Q4 | $74K | Buy |
1,223
+3
| +0.2% | +$182 | 0.01% | 796 |
|
|
2016
Q3 | $67K | Buy |
1,220
+298
| +32% | +$16.4K | 0.01% | 813 |
|
|
2016
Q2 | $49K | Buy |
922
+288
| +45% | +$15.3K | 0.02% | 659 |
|
|
2016
Q1 | $35K | Buy |
634
+334
| +111% | +$18.4K | 0.01% | 734 |
|
|
2015
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 1088 |
|
|
2015
Q3 | $15K | Hold |
300
| – | – | 0.01% | 1057 |
|
|
2015
Q2 | $16K | Hold |
300
| – | – | 0.01% | 1088 |
|
|
2015
Q1 | $17K | Buy |
300
+200
| +200% | +$11.3K | 0.01% | 1053 |
|
|
2014
Q4 | $6K | Sell |
100
-271
| -73% | -$16.3K | ﹤0.01% | 1436 |
|
|
2014
Q3 | $18K | Buy |
+371
| New | +$18K | ﹤0.01% | 1470 |
|