Plante Moran Financial Advisors’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-300
| Closed | -$17K | – | 735 |
|
|
2015
Q2 | $17K | Hold |
300
| – | – | 0.01% | 442 |
|
|
2015
Q1 | $17K | Hold |
300
| – | – | 0.01% | 432 |
|
|
2014
Q4 | $17K | Hold |
300
| – | – | 0.01% | 434 |
|
|
2014
Q3 | $15K | Hold |
300
| – | – | 0.01% | 453 |
|
|
2014
Q2 | $14K | Buy |
+300
| New | +$14K | 0.01% | 440 |
|