First Personal Financial Services’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 |
-41
| Closed | -$45K | – | 686 |
|
|
2019
Q2 | $45K | Hold |
41
| – | – | 0.01% | 296 |
|
|
2019
Q1 | $41K | Hold |
41
| – | – | 0.01% | 304 |
|
|
2018
Q4 | $43K | Hold |
41
| – | – | 0.01% | 276 |
|
|
2018
Q3 | $49K | Buy |
41
+13
| +46% | +$15.5K | 0.02% | 291 |
|
|
2018
Q2 | $30K | Sell |
28
-62
| -69% | -$66.4K | 0.01% | 342 |
|
|
2018
Q1 | $105K | Sell |
90
-15
| -14% | -$17.5K | 0.02% | 296 |
|
|
2017
Q4 | $120K | Buy |
105
+64
| +156% | +$73.1K | 0.02% | 312 |
|
|
2017
Q3 | $44K | Hold |
41
| – | – | 0.01% | 446 |
|
|
2017
Q2 | $40K | Hold |
41
| – | – | 0.01% | 463 |
|
|
2017
Q1 | $40K | Hold |
41
| – | – | 0.01% | 440 |
|
|
2016
Q4 | $37K | Hold |
41
| – | – | 0.01% | 432 |
|
|
2016
Q3 | $38K | Hold |
41
| – | – | 0.01% | 328 |
|
|
2016
Q2 | $39K | Buy |
+41
| New | +$39K | 0.01% | 313 |
|