SMC
S. Muoio & Co’s Mercury Insurance MCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,300
| Closed | -$266K | – | 77 |
|
|
2018
Q3 | $266K | Sell |
5,300
-1,900
| -26% | -$95.4K | 0.12% | 88 |
|
|
2018
Q2 | $328K | Hold |
7,200
| – | – | 0.2% | 81 |
|
|
2018
Q1 | $330K | Sell |
7,200
-400
| -5% | -$18.3K | 0.18% | 71 |
|
|
2017
Q4 | $406K | Hold |
7,600
| – | – | 0.24% | 68 |
|
|
2017
Q3 | $431K | Sell |
7,600
-600
| -7% | -$34K | 0.22% | 73 |
|
|
2017
Q2 | $443K | Hold |
8,200
| – | – | 0.21% | 77 |
|
|
2017
Q1 | $500K | Hold |
8,200
| – | – | 0.23% | 74 |
|
|
2016
Q4 | $494K | Hold |
8,200
| – | – | 0.26% | 71 |
|
|
2016
Q3 | $450K | Sell |
8,200
-500
| -6% | -$27.4K | 0.22% | 66 |
|
|
2016
Q2 | $462K | Hold |
8,700
| – | – | 0.22% | 85 |
|
|
2016
Q1 | $483K | Sell |
8,700
-1,000
| -10% | -$55.5K | 0.28% | 62 |
|
|
2015
Q4 | $452K | Hold |
9,700
| – | – | 0.21% | 82 |
|
|
2015
Q3 | $490K | Hold |
9,700
| – | – | 0.25% | 69 |
|
|
2015
Q2 | $540K | Hold |
9,700
| – | – | 0.25% | 66 |
|
|
2015
Q1 | $560K | Hold |
9,700
| – | – | 0.33% | 63 |
|
|
2014
Q4 | $549K | Buy |
+9,700
| New | +$549K | 0.3% | 65 |
|