TCI Wealth Advisors’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-320
| Closed | -$10.2K | – | 1380 |
|
|
2023
Q1 | $10.2K | Buy |
320
+117
| +58% | +$3.71K | ﹤0.01% | 1083 |
|
|
2022
Q4 | $6.94K | Buy |
203
+167
| +464% | +$5.71K | ﹤0.01% | 1318 |
|
|
2022
Q3 | $1K | Sell |
36
-338
| -90% | -$9.39K | ﹤0.01% | 2116 |
|
|
2022
Q2 | $17K | Buy |
374
+203
| +119% | +$9.23K | ﹤0.01% | 707 |
|
|
2022
Q1 | $9K | Buy |
171
+83
| +94% | +$4.37K | ﹤0.01% | 1169 |
|
|
2021
Q4 | $5K | Sell |
88
-53
| -38% | -$3.01K | ﹤0.01% | 1682 |
|
|
2021
Q3 | $8K | Hold |
141
| – | – | ﹤0.01% | 1252 |
|
|
2021
Q2 | $9K | Hold |
141
| – | – | ﹤0.01% | 1027 |
|
|
2021
Q1 | $9K | Buy |
141
+53
| +60% | +$3.38K | ﹤0.01% | 900 |
|
|
2020
Q4 | $5K | Hold |
88
| – | – | ﹤0.01% | 862 |
|
|
2020
Q3 | $4K | Hold |
88
| – | – | ﹤0.01% | 842 |
|
|
2020
Q2 | $4K | Hold |
88
| – | – | ﹤0.01% | 806 |
|
|
2020
Q1 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 767 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | -$1K | – | 1480 |
|
|
2018
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1246 |
|