Shelton Capital Management’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,740
| Closed | -$225K | – | 881 |
|
|
2016
Q4 | $225K | Hold |
3,740
| – | – | 0.02% | 769 |
|
|
2016
Q3 | $205K | Buy |
+3,740
| New | +$205K | 0.02% | 735 |
|
|
2016
Q2 | – | Sell |
-3,740
| Closed | -$208K | – | 763 |
|
|
2016
Q1 | $208K | Buy |
+3,740
| New | +$208K | 0.02% | 702 |
|
|
2015
Q3 | – | Sell |
-3,740
| Closed | -$208K | – | 752 |
|
|
2015
Q2 | $208K | Hold |
3,740
| – | – | 0.02% | 727 |
|
|
2015
Q1 | $216K | Hold |
3,740
| – | – | 0.02% | 731 |
|
|
2014
Q4 | $212K | Sell |
3,740
-466
| -11% | -$26.4K | 0.02% | 736 |
|
|
2014
Q3 | $205K | Buy |
+4,206
| New | +$205K | 0.03% | 720 |
|
|
2014
Q1 | – | Sell |
-4,206
| Closed | -$209K | – | 775 |
|
|
2013
Q4 | $209K | Hold |
4,206
| – | – | 0.03% | 686 |
|
|
2013
Q3 | $203K | Buy |
+4,206
| New | +$203K | 0.03% | 641 |
|