Capital Advisory Group Advisory Services’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7
| Closed | -$10K | – | 368 |
|
|
2022
Q1 | $10K | Buy |
+7
| New | +$10K | ﹤0.01% | 367 |
|
|
2021
Q4 | – | Sell |
-7
| Closed | -$8K | – | 363 |
|
|
2021
Q3 | $8K | Hold |
7
| – | – | ﹤0.01% | 421 |
|
|
2021
Q2 | $8K | Hold |
7
| – | – | ﹤0.01% | 421 |
|
|
2021
Q1 | $8K | Sell |
7
-5
| -42% | -$5.71K | ﹤0.01% | 411 |
|
|
2020
Q4 | $12K | Hold |
12
| – | – | 0.01% | 350 |
|
|
2020
Q3 | $12K | Hold |
12
| – | – | 0.01% | 302 |
|
|
2020
Q2 | $11K | Hold |
12
| – | – | 0.01% | 295 |
|
|
2020
Q1 | $12K | Buy |
+12
| New | +$12K | 0.01% | 216 |
|
|
2019
Q4 | – | Sell |
-16
| Closed | -$19K | – | 328 |
|
|
2019
Q3 | $19K | Hold |
16
| – | – | 0.01% | 213 |
|
|
2019
Q2 | $17K | Hold |
16
| – | – | 0.01% | 232 |
|
|
2019
Q1 | $16K | Buy |
+16
| New | +$16K | 0.01% | 234 |
|