Gradient Investments’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1.42K | – | 1599 |
|
|
2023
Q4 | $1.42K | Hold |
1
| – | – | ﹤0.01% | 1328 |
|
|
2023
Q3 | $1.47K | Hold |
1
| – | – | ﹤0.01% | 1263 |
|
|
2023
Q2 | $1.38K | Buy |
+1
| New | +$1.38K | ﹤0.01% | 1268 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | -$37K | – | 1279 |
|
|
2021
Q4 | $37K | Buy |
30
+20
| +200% | +$24.7K | ﹤0.01% | 538 |
|
|
2021
Q3 | $12K | Hold |
10
| – | – | ﹤0.01% | 746 |
|
|
2021
Q2 | $12K | Hold |
10
| – | – | ﹤0.01% | 731 |
|
|
2021
Q1 | $11K | Buy |
+10
| New | +$11K | ﹤0.01% | 748 |
|
|
2019
Q4 | – | Sell |
-10
| Closed | -$12K | – | 1178 |
|
|
2019
Q3 | $12K | Hold |
10
| – | – | ﹤0.01% | 627 |
|
|
2019
Q2 | $11K | Buy |
+10
| New | +$11K | ﹤0.01% | 627 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | -$1K | – | 1105 |
|
|
2017
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 925 |
|