ParenteBeard Wealth Management’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $7.47K | Sell |
423
-7,105
| -94% | -$125K | 0.09% | 66 |
|
2014
Q3 | $367K | Sell |
7,528
-30
| -0.4% | -$1.46K | 0.15% | 78 |
|
2014
Q2 | $356K | Sell |
7,558
-137
| -2% | -$6.45K | 0.16% | 74 |
|
2014
Q1 | $347K | Sell |
7,695
-26,850
| -78% | -$1.21M | 0.17% | 69 |
|
2013
Q4 | $1.72M | Buy |
34,545
+26,714
| +341% | +$1.33M | 0.67% | 41 |
|
2013
Q3 | $378K | Sell |
7,831
-889
| -10% | -$42.9K | 0.18% | 66 |
|
2013
Q2 | $383K | Buy |
+8,720
| New | +$383K | 0.17% | 66 |
|