Destination Wealth Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-25
| Closed | -$27K | – | 358 |
|
|
2019
Q2 | $27K | Sell |
25
-3
| -11% | -$3.24K | ﹤0.01% | 355 |
|
|
2019
Q1 | $28K | Buy |
28
+3
| +12% | +$3K | ﹤0.01% | 355 |
|
|
2018
Q4 | $26K | Hold |
25
| – | – | ﹤0.01% | 335 |
|
|
2018
Q3 | $30K | Buy |
+25
| New | +$30K | ﹤0.01% | 359 |
|
|
2018
Q2 | – | Sell |
-25
| Closed | -$29K | – | 600 |
|
|
2018
Q1 | $29K | Buy |
+25
| New | +$29K | ﹤0.01% | 307 |
|