Daymark Wealth Partners’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-217
| Closed | -$340K | – | 514 |
|
|
2024
Q3 | $340K | Buy |
217
+5
| +2% | +$7.84K | 0.01% | 403 |
|
|
2024
Q2 | $334K | Buy |
212
+20
| +10% | +$31.5K | 0.02% | 385 |
|
|
2024
Q1 | $292K | Buy |
192
+5
| +3% | +$7.61K | 0.02% | 347 |
|
|
2023
Q4 | $266K | Hold |
187
| – | – | 0.02% | 337 |
|
|
2023
Q3 | $275K | Buy |
187
+5
| +3% | +$7.36K | 0.02% | 318 |
|
|
2023
Q2 | $252K | Buy |
+182
| New | +$252K | 0.02% | 323 |
|