Berman Capital Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $27K | Buy |
23
+12
| +109% | +$14.1K | ﹤0.01% | 890 |
|
|
2021
Q2 | $13K | Hold |
11
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q1 | $12K | Sell |
11
-3
| -21% | -$3.27K | ﹤0.01% | 964 |
|
|
2020
Q4 | $14K | Buy |
14
+3
| +27% | +$3K | ﹤0.01% | 789 |
|
|
2020
Q3 | $10K | Hold |
11
| – | – | ﹤0.01% | 794 |
|
|
2020
Q2 | $10K | Buy |
11
+2
| +22% | +$1.82K | ﹤0.01% | 765 |
|
|
2020
Q1 | $8K | Buy |
9
+3
| +50% | +$2.67K | ﹤0.01% | 730 |
|
|
2019
Q4 | $6K | Hold |
6
| – | – | ﹤0.01% | 927 |
|
|
2019
Q3 | $7K | Buy |
6
+1
| +20% | +$1.17K | ﹤0.01% | 841 |
|
|
2019
Q2 | $5K | Hold |
5
| – | – | ﹤0.01% | 959 |
|
|
2019
Q1 | $4K | Buy |
5
+4
| +400% | +$3.2K | ﹤0.01% | 927 |
|
|
2018
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1030 |
|