Fortis Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9
| Closed | -$11.5K | – | 186 |
|
|
2023
Q1 | $11.5K | Hold |
9
| – | – | 0.01% | 205 |
|
|
2022
Q4 | $11.9K | Hold |
9
| – | – | 0.01% | 202 |
|
|
2022
Q3 | $10K | Sell |
9
-5
| -36% | -$5.56K | 0.01% | 202 |
|
|
2022
Q2 | $18K | Hold |
14
| – | – | 0.01% | 202 |
|
|
2022
Q1 | $21K | Hold |
14
| – | – | 0.01% | 217 |
|
|
2021
Q4 | $17K | Buy |
14
+5
| +56% | +$6.07K | 0.01% | 203 |
|
|
2021
Q3 | $11K | Buy |
+9
| New | +$11K | 0.01% | 218 |
|