Gratus Capital’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-364
| Closed | -$426K | – | 172 |
|
|
2018
Q1 | $426K | Hold |
364
| – | – | 0.06% | 138 |
|
|
2017
Q4 | $415K | Sell |
364
-9
| -2% | -$10.3K | 0.05% | 142 |
|
|
2017
Q3 | $398K | Sell |
373
-2
| -0.5% | -$2.13K | 0.06% | 144 |
|
|
2017
Q2 | $366K | Sell |
375
-10
| -3% | -$9.76K | 0.05% | 145 |
|
|
2017
Q1 | $376K | Hold |
385
| – | – | 0.05% | 141 |
|
|
2016
Q4 | $348K | Buy |
385
+28
| +8% | +$25.3K | 0.05% | 145 |
|
|
2016
Q3 | $332K | Hold |
357
| – | – | 0.05% | 147 |
|
|
2016
Q2 | $340K | Buy |
+357
| New | +$340K | 0.05% | 149 |
|