HHGA
Halbert Hargrove Global Advisors’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-301
| Closed | -$266K | – | 92 |
|
|
2015
Q4 | $266K | Sell |
301
-11
| -4% | -$9.72K | 0.11% | 72 |
|
|
2015
Q3 | $250K | Sell |
312
-358
| -53% | -$287K | 0.12% | 74 |
|
|
2015
Q2 | $536K | Sell |
670
-38
| -5% | -$30.4K | 0.13% | 74 |
|
|
2015
Q1 | $544K | Buy |
708
+357
| +102% | +$274K | 0.17% | 74 |
|
|
2014
Q4 | $240K | Sell |
351
-17
| -5% | -$11.6K | 0.12% | 114 |
|
|
2014
Q3 | $234K | Buy |
+368
| New | +$234K | 0.06% | 123 |
|