Wealthspire Advisors (Maryland)’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-299
| Closed | -$15K | – | 1388 |
|
|
2019
Q1 | $15K | Buy |
299
+200
| +202% | +$10K | ﹤0.01% | 1386 |
|
|
2018
Q4 | $5K | Hold |
99
| – | – | ﹤0.01% | 1735 |
|
|
2018
Q3 | $5K | Hold |
99
| – | – | ﹤0.01% | 1807 |
|
|
2018
Q2 | $5K | Hold |
99
| – | – | ﹤0.01% | 1796 |
|
|
2018
Q1 | $5K | Buy |
99
+63
| +175% | +$3.18K | ﹤0.01% | 1814 |
|
|
2017
Q4 | $2K | Buy |
36
+9
| +33% | +$500 | ﹤0.01% | 2141 |
|
|
2017
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 1993 |
|
|
2017
Q2 | $1K | Sell |
27
-70
| -72% | -$2.59K | ﹤0.01% | 2096 |
|
|
2017
Q1 | $6K | Buy |
97
+8
| +9% | +$495 | ﹤0.01% | 1490 |
|
|
2016
Q4 | $5K | Hold |
89
| – | – | ﹤0.01% | 1385 |
|
|
2016
Q3 | $5K | Hold |
89
| – | – | ﹤0.01% | 1391 |
|
|
2016
Q2 | $5K | Hold |
89
| – | – | ﹤0.01% | 1342 |
|
|
2016
Q1 | $5K | Buy |
89
+14
| +19% | +$787 | ﹤0.01% | 1342 |
|
|
2015
Q4 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 1466 |
|