Aevitas Wealth Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-30
| Closed | -$29K | – | 237 |
|
|
2019
Q1 | $29K | Sell |
30
-50
| -63% | -$48.3K | 0.03% | 230 |
|
|
2018
Q4 | $83K | Hold |
80
| – | – | 0.08% | 142 |
|
|
2018
Q3 | $95K | Sell |
80
-15
| -16% | -$17.8K | 0.09% | 144 |
|
|
2018
Q2 | $103K | Hold |
95
| – | – | 0.1% | 135 |
|
|
2018
Q1 | $111K | Hold |
95
| – | – | 0.11% | 127 |
|
|
2017
Q4 | $108K | Buy |
+95
| New | +$108K | 0.1% | 132 |
|