WealthPLAN Partners’s Mercury Insurance MCY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,500	Closed	-$45.4K	–	791
2023 Q2	$45.4K	Hold	1,500	–	–	0.01%	527
2023 Q1	$47.6K	Buy	+1,500	New	+$47.6K	0.01%	567
2017 Q2	–	Sell	-204	Closed	-$11.9K	–	330
2017 Q1	$11.9K	Buy	+204	New	+$11.9K	0.04%	246