Exencial Wealth Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-218
| Closed | -$249K | – | 262 |
|
|
2019
Q4 | $249K | Sell |
218
-18
| -8% | -$20.6K | 0.04% | 234 |
|
|
2019
Q3 | $279K | Hold |
236
| – | – | 0.06% | 206 |
|
|
2019
Q2 | $257K | Hold |
236
| – | – | 0.06% | 193 |
|
|
2019
Q1 | $235K | Sell |
236
-9
| -4% | -$8.96K | 0.06% | 203 |
|
|
2018
Q4 | $254K | Sell |
245
-14
| -5% | -$14.5K | 0.07% | 184 |
|
|
2018
Q3 | $308K | Buy |
259
+14
| +6% | +$16.6K | 0.07% | 147 |
|
|
2018
Q2 | $266K | Hold |
245
| – | – | 0.07% | 150 |
|
|
2018
Q1 | $287K | Sell |
245
-45
| -16% | -$52.7K | 0.09% | 141 |
|
|
2017
Q4 | $330K | Hold |
290
| – | – | 0.1% | 136 |
|
|
2017
Q3 | $310K | Sell |
290
-29
| -9% | -$31K | 0.1% | 135 |
|
|
2017
Q2 | $311K | Buy |
319
+76
| +31% | +$74.1K | 0.13% | 119 |
|
|
2017
Q1 | $235K | Sell |
243
-47
| -16% | -$45.5K | 0.1% | 131 |
|
|
2016
Q4 | $262K | Sell |
290
-42
| -13% | -$37.9K | 0.11% | 137 |
|
|
2016
Q3 | $291K | Buy |
332
+20
| +6% | +$17.5K | 0.13% | 126 |
|
|
2016
Q2 | $297K | Sell |
312
-190
| -38% | -$181K | 0.13% | 123 |
|
|
2016
Q1 | $448K | Buy |
+502
| New | +$448K | 0.21% | 94 |
|