BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7
| Closed | -$8K | – | 1084 |
|
|
2022
Q3 | $8K | Hold |
7
| – | – | ﹤0.01% | 607 |
|
|
2022
Q2 | $9K | Hold |
7
| – | – | ﹤0.01% | 608 |
|
|
2022
Q1 | $10K | Sell |
7
-1
| -13% | -$1.43K | ﹤0.01% | 613 |
|
|
2021
Q4 | $10K | Sell |
8
-1
| -11% | -$1.25K | ﹤0.01% | 660 |
|
|
2021
Q3 | $11K | Buy |
9
+7
| +350% | +$8.56K | ﹤0.01% | 626 |
|
|
2021
Q2 | $2K | Hold |
2
| – | – | ﹤0.01% | 828 |
|
|
2021
Q1 | $2K | Hold |
2
| – | – | ﹤0.01% | 788 |
|
|
2020
Q4 | $2K | Hold |
2
| – | – | ﹤0.01% | 786 |
|
|
2020
Q3 | $2K | Sell |
2
-3
| -60% | -$3K | ﹤0.01% | 710 |
|
|
2020
Q2 | $5K | Buy |
5
+2
| +67% | +$2K | ﹤0.01% | 630 |
|
|
2020
Q1 | $3K | Hold |
3
| – | – | ﹤0.01% | 675 |
|
|
2019
Q4 | $3K | Hold |
3
| – | – | ﹤0.01% | 712 |
|
|
2019
Q3 | $4K | Hold |
3
| – | – | ﹤0.01% | 589 |
|
|
2019
Q2 | $3K | Hold |
3
| – | – | ﹤0.01% | 641 |
|
|
2019
Q1 | $3K | Hold |
3
| – | – | ﹤0.01% | 640 |
|
|
2018
Q4 | $3K | Hold |
3
| – | – | ﹤0.01% | 596 |
|
|
2018
Q3 | $4K | Hold |
3
| – | – | ﹤0.01% | 550 |
|
|
2018
Q2 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 589 |
|