Baltimore-Washington Financial Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,420
| Closed | -$4.9M | – | 73 |
|
|
2016
Q4 | $4.9M | Sell |
5,420
-653
| -11% | -$591K | 1.34% | 35 |
|
|
2016
Q3 | $5.64M | Sell |
6,073
-197
| -3% | -$183K | 1.61% | 27 |
|
|
2016
Q2 | $5.97M | Sell |
6,270
-83
| -1% | -$79.1K | 1.78% | 25 |
|
|
2016
Q1 | $5.66M | Buy |
6,353
+267
| +4% | +$238K | 1.72% | 26 |
|
|
2015
Q4 | $5.38M | Buy |
6,086
+162
| +3% | +$143K | 1.68% | 25 |
|
|
2015
Q3 | $4.75M | Buy |
5,924
+115
| +2% | +$92.2K | 1.51% | 26 |
|
|
2015
Q2 | $4.65M | Buy |
5,809
+1,030
| +22% | +$825K | 1.38% | 32 |
|
|
2015
Q1 | $3.68M | Buy |
4,779
+398
| +9% | +$306K | 1.07% | 41 |
|
|
2014
Q4 | $2.99M | Buy |
4,381
+471
| +12% | +$322K | 0.89% | 51 |
|
|
2014
Q3 | $2.49M | Buy |
3,910
+750
| +24% | +$477K | 0.8% | 56 |
|
|
2014
Q2 | $2.07M | Buy |
+3,160
| New | +$2.07M | 0.64% | 61 |
|
|
2013
Q4 | – | Sell |
-60
| Closed | -$31K | – | 316 |
|
|
2013
Q3 | $31K | Buy |
+60
| New | +$31K | 0.01% | 141 |
|