CWS Financial Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-148
| Closed | -$210K | – | 132 |
|
|
2023
Q4 | $210K | Hold |
148
| – | – | 0.08% | 138 |
|
|
2023
Q3 | $218K | Hold |
148
| – | – | 0.09% | 130 |
|
|
2023
Q2 | $205K | Buy |
+148
| New | +$205K | 0.08% | 144 |
|
|
2022
Q2 | – | Sell |
-139
| Closed | -$205K | – | 170 |
|
|
2022
Q1 | $205K | Buy |
+139
| New | +$205K | 0.08% | 145 |
|