Davidson & Garrard’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $565K | Hold |
529
| – | – | 0.13% | 122 |
|
|
2017
Q2 | $516K | Buy |
529
+3
| +0.6% | +$2.93K | 0.12% | 131 |
|
|
2017
Q1 | $513K | Buy |
526
+6
| +1% | +$5.85K | 0.12% | 128 |
|
|
2016
Q4 | $470K | Buy |
520
+44
| +9% | +$39.8K | 0.12% | 128 |
|
|
2016
Q3 | $442K | Hold |
476
| – | – | 0.11% | 129 |
|
|
2016
Q2 | $454K | Hold |
476
| – | – | 0.11% | 137 |
|
|
2016
Q1 | $424K | Hold |
476
| – | – | 0.11% | 132 |
|
|
2015
Q4 | $420K | Hold |
476
| – | – | 0.1% | 139 |
|
|
2015
Q3 | $382K | Buy |
476
+22
| +5% | +$17.7K | 0.1% | 147 |
|
|
2015
Q2 | $364K | Hold |
454
| – | – | 0.08% | 153 |
|
|
2015
Q1 | $349K | Hold |
454
| – | – | 0.08% | 151 |
|
|
2014
Q4 | $310K | Hold |
454
| – | – | 0.07% | 153 |
|
|
2014
Q3 | $289K | Hold |
454
| – | – | 0.07% | 154 |
|
|
2014
Q2 | $298K | Hold |
454
| – | – | 0.07% | 152 |
|
|
2014
Q1 | $271K | Hold |
454
| – | – | 0.07% | 163 |
|
|
2013
Q4 | $263K | Hold |
454
| – | – | 0.07% | 163 |
|
|
2013
Q3 | $235K | Buy |
454
+5
| +1% | +$2.59K | 0.07% | 161 |
|
|
2013
Q2 | $237K | Buy |
+449
| New | +$237K | 0.07% | 154 |
|