BDO Wealth Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20
| Closed | -$19K | – | 739 |
|
|
2020
Q1 | $19K | Buy |
+20
| New | +$19K | ﹤0.01% | 459 |
|
|
2019
Q2 | – | Sell |
-140
| Closed | -$139K | – | 659 |
|
|
2019
Q1 | $139K | Sell |
140
-30
| -18% | -$29.8K | 0.04% | 197 |
|
|
2018
Q4 | $176K | Hold |
170
| – | – | 0.06% | 163 |
|
|
2018
Q3 | $202K | Sell |
170
-2
| -1% | -$2.38K | 0.07% | 156 |
|
|
2018
Q2 | $187K | Buy |
172
+2
| +1% | +$2.17K | 0.06% | 162 |
|
|
2018
Q1 | $199K | Hold |
170
| – | – | 0.07% | 127 |
|
|
2017
Q4 | $194K | Hold |
170
| – | – | 0.09% | 112 |
|
|
2017
Q3 | $182K | Hold |
170
| – | – | 0.09% | 108 |
|
|
2017
Q2 | $166K | Buy |
+170
| New | +$166K | 0.07% | 136 |
|