United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,777
| Closed | -$247K | – | 1359 |
|
|
2018
Q4 | $247K | Sell |
4,777
-908
| -16% | -$46.9K | ﹤0.01% | 1131 |
|
|
2018
Q3 | $285K | Hold |
5,685
| – | – | ﹤0.01% | 1126 |
|
|
2018
Q2 | $259K | Sell |
5,685
-662
| -10% | -$30.2K | ﹤0.01% | 1142 |
|
|
2018
Q1 | $291K | Sell |
6,347
-423
| -6% | -$19.4K | ﹤0.01% | 1106 |
|
|
2017
Q4 | $362K | Sell |
6,770
-1,500
| -18% | -$80.2K | ﹤0.01% | 1051 |
|
|
2017
Q3 | $469K | Sell |
8,270
-2,300
| -22% | -$130K | ﹤0.01% | 981 |
|
|
2017
Q2 | $571K | Buy |
10,570
+90
| +0.9% | +$4.86K | 0.01% | 894 |
|
|
2017
Q1 | $639K | Hold |
10,480
| – | – | 0.01% | 857 |
|
|
2016
Q4 | $631K | Sell |
10,480
-996
| -9% | -$60K | 0.01% | 871 |
|
|
2016
Q3 | $629K | Buy |
+11,476
| New | +$629K | 0.01% | 897 |
|