First Allied Advisory Services’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $325K | Buy |
334
+97
| +41% | +$94.4K | 0.01% | 871 |
|
|
2020
Q2 | $219K | Buy |
237
+15
| +7% | +$13.9K | 0.01% | 959 |
|
|
2020
Q1 | $206K | Sell |
222
-14
| -6% | -$13K | 0.01% | 925 |
|
|
2019
Q4 | $263K | Buy |
236
+21
| +10% | +$23.4K | 0.01% | 996 |
|
|
2019
Q3 | $251K | Buy |
+215
| New | +$251K | 0.01% | 990 |
|
|
2017
Q3 | – | Sell |
-343
| Closed | -$340K | – | 1159 |
|
|
2017
Q2 | $340K | Sell |
343
-10
| -3% | -$9.91K | 0.02% | 766 |
|
|
2017
Q1 | $344K | Sell |
353
-2
| -0.6% | -$1.95K | 0.02% | 730 |
|
|
2016
Q4 | $321K | Buy |
+355
| New | +$321K | 0.02% | 752 |
|
|
2016
Q2 | – | Sell |
-295
| Closed | -$263K | – | 1072 |
|
|
2016
Q1 | $263K | Sell |
295
-21
| -7% | -$18.7K | 0.01% | 793 |
|
|
2015
Q4 | $282K | Buy |
316
+7
| +2% | +$6.25K | 0.01% | 808 |
|
|
2015
Q3 | $250K | Buy |
+309
| New | +$250K | 0.01% | 827 |
|