WBI Investments’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,930
| Closed | -$216K | – | 166 |
|
|
2022
Q1 | $216K | Sell |
3,930
-4,087
| -51% | -$225K | 0.04% | 172 |
|
|
2021
Q4 | $425K | Buy |
8,017
+3,283
| +69% | +$174K | 0.07% | 142 |
|
|
2021
Q3 | $263K | Sell |
4,734
-1,334
| -22% | -$74.1K | 0.04% | 167 |
|
|
2021
Q2 | $394K | Sell |
6,068
-3,781
| -38% | -$246K | 0.06% | 135 |
|
|
2021
Q1 | $599K | Buy |
9,849
+4,133
| +72% | +$251K | 0.09% | 136 |
|
|
2020
Q4 | $298K | Sell |
5,716
-1,509
| -21% | -$78.7K | 0.05% | 150 |
|
|
2020
Q3 | $299K | Buy |
7,225
+1,272
| +21% | +$52.6K | 0.05% | 101 |
|
|
2020
Q2 | $243K | Sell |
5,953
-2,175
| -27% | -$88.8K | 0.04% | 94 |
|
|
2020
Q1 | $331K | Buy |
+8,128
| New | +$331K | 0.06% | 67 |
|
|
2019
Q3 | – | Sell |
-139,363
| Closed | -$8.71M | – | 254 |
|
|
2019
Q2 | $8.71M | Buy |
139,363
+121,056
| +661% | +$7.57M | 0.77% | 24 |
|
|
2019
Q1 | $917K | Buy |
18,307
+9,179
| +101% | +$460K | 0.07% | 183 |
|
|
2018
Q4 | $472K | Sell |
9,128
-6,376
| -41% | -$330K | 0.05% | 70 |
|
|
2018
Q3 | $778K | Buy |
+15,504
| New | +$778K | 0.04% | 209 |
|
|
2018
Q1 | – | Sell |
-5,957
| Closed | -$318K | – | 271 |
|
|
2017
Q4 | $318K | Sell |
5,957
-3,375
| -36% | -$180K | 0.01% | 267 |
|
|
2017
Q3 | $529K | Buy |
+9,332
| New | +$529K | 0.02% | 235 |
|