Bison Wealth’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-517
| Closed | -$493K | – | 193 |
|
|
2016
Q2 | $493K | Sell |
517
-7
| -1% | -$6.68K | 0.3% | 104 |
|
|
2016
Q1 | $467K | Buy |
524
+50
| +11% | +$44.6K | 0.3% | 103 |
|
|
2015
Q4 | $419K | Buy |
474
+40
| +9% | +$35.4K | 0.24% | 128 |
|
|
2015
Q3 | $348K | Buy |
434
+42
| +11% | +$33.7K | 0.23% | 135 |
|
|
2015
Q2 | $314K | Buy |
392
+57
| +17% | +$45.7K | 0.18% | 150 |
|
|
2015
Q1 | $258K | Sell |
335
-25
| -7% | -$19.3K | 0.16% | 176 |
|
|
2014
Q4 | $246K | Buy |
+360
| New | +$246K | 0.19% | 150 |
|