Gideon Capital Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-240
| Closed | -$239K | – | 366 |
|
|
2019
Q1 | $239K | Buy |
+240
| New | +$239K | 0.09% | 322 |
|
|
2018
Q4 | – | Sell |
-339
| Closed | -$403K | – | 452 |
|
|
2018
Q3 | $403K | Sell |
339
-28
| -8% | -$33.3K | 0.19% | 188 |
|
|
2018
Q2 | $398K | Sell |
367
-307
| -46% | -$333K | 0.2% | 197 |
|
|
2018
Q1 | $789K | Buy |
+674
| New | +$789K | 0.49% | 40 |
|