Center for Financial Planning’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3
| Closed | -$3K | – | 528 |
|
|
2021
Q1 | $3K | Hold |
3
| – | – | ﹤0.01% | 477 |
|
|
2020
Q4 | $3K | Hold |
3
| – | – | ﹤0.01% | 421 |
|
|
2020
Q3 | $3K | Hold |
3
| – | – | ﹤0.01% | 392 |
|
|
2020
Q2 | $3K | Sell |
3
-4
| -57% | -$4K | ﹤0.01% | 397 |
|
|
2020
Q1 | $6K | Buy |
7
+4
| +133% | +$3.43K | ﹤0.01% | 390 |
|
|
2019
Q4 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 408 |
|