West Oak Capital’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-475
| Closed | -$22.1K | – | 278 |
|
|
2015
Q4 | $22.1K | Hold |
475
| – | – | 0.02% | 181 |
|
|
2015
Q3 | $24K | Hold |
475
| – | – | 0.02% | 179 |
|
|
2015
Q2 | $26.4K | Hold |
475
| – | – | 0.02% | 175 |
|
|
2015
Q1 | $27.4K | Hold |
475
| – | – | 0.02% | 183 |
|
|
2014
Q4 | $26.9K | Hold |
475
| – | – | 0.02% | 186 |
|
|
2014
Q3 | $23.2K | Hold |
475
| – | – | 0.02% | 176 |
|
|
2014
Q2 | $22.3K | Hold |
475
| – | – | 0.02% | 180 |
|
|
2014
Q1 | $21.4K | Sell |
475
-525
| -53% | -$23.7K | 0.02% | 184 |
|
|
2013
Q4 | $49.7K | Hold |
1,000
| – | – | 0.04% | 148 |
|
|
2013
Q3 | $48.3K | Hold |
1,000
| – | – | 0.04% | 142 |
|
|
2013
Q2 | $44K | Buy |
+1,000
| New | +$44K | 0.04% | 142 |
|