Cambridge Trust’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-341
| Closed | -$340K | – | 260 |
|
|
2019
Q1 | $340K | Sell |
341
-280
| -45% | -$279K | 0.02% | 201 |
|
|
2018
Q4 | $645K | Buy |
621
+7
| +1% | +$7.27K | 0.04% | 151 |
|
|
2018
Q3 | $730K | Buy |
614
+18
| +3% | +$21.4K | 0.04% | 152 |
|
|
2018
Q2 | $646K | Buy |
596
+27
| +5% | +$29.3K | 0.04% | 161 |
|
|
2018
Q1 | $666K | Buy |
569
+56
| +11% | +$65.5K | 0.04% | 161 |
|
|
2017
Q4 | $584K | Buy |
513
+1
| +0.2% | +$1.14K | 0.04% | 171 |
|
|
2017
Q3 | $547K | Buy |
512
+50
| +11% | +$53.4K | 0.04% | 168 |
|
|
2017
Q2 | $451K | Buy |
462
+2
| +0.4% | +$1.95K | 0.03% | 175 |
|
|
2017
Q1 | $449K | Buy |
+460
| New | +$449K | 0.03% | 189 |
|