SWA
Sutton Wealth Advisors’s Mercury Insurance MCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-257
| Closed | -$8.79K | – | 1245 |
|
|
2022
Q4 | $8.79K | Sell |
257
-4
| -2% | -$137 | ﹤0.01% | 989 |
|
|
2022
Q3 | $7.42K | Buy |
261
+257
| +6,425% | +$7.3K | ﹤0.01% | 983 |
|
|
2022
Q2 | $177 | Hold |
4
| – | – | ﹤0.01% | 1580 |
|
|
2022
Q1 | $220 | Hold |
4
| – | – | ﹤0.01% | 1565 |
|
|
2021
Q4 | $212 | Buy |
+4
| New | +$212 | ﹤0.01% | 1632 |
|