Bridgeworth’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $200K | Sell |
141
-15
| -10% | -$21.3K | 0.02% | 173 |
|
2023
Q3 | $230K | Hold |
156
| – | – | 0.03% | 150 |
|
2023
Q2 | $216K | Sell |
156
-10
| -6% | -$13.8K | 0.02% | 157 |
|
2023
Q1 | $212K | Buy |
+166
| New | +$212K | 0.03% | 153 |
|
2018
Q4 | – | Sell |
-178
| Closed | -$211K | – | 138 |
|
2018
Q3 | $211K | Sell |
178
-8
| -4% | -$9.48K | 0.12% | 117 |
|
2018
Q2 | $201K | Hold |
186
| – | – | 0.09% | 132 |
|
2018
Q1 | $215K | Buy |
+186
| New | +$215K | 0.1% | 140 |
|