Integrated Wealth Counsel’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-68
| Closed | -$52K | – | 90 |
|
2015
Q1 | $52K | Hold |
68
| – | – | 0.07% | 57 |
|
2014
Q4 | $46K | Hold |
68
| – | – | 0.06% | 58 |
|
2014
Q3 | $43K | Hold |
68
| – | – | 0.04% | 62 |
|
2014
Q2 | $45K | Hold |
68
| – | – | 0.04% | 77 |
|
2014
Q1 | $41K | Hold |
68
| – | – | 0.03% | 102 |
|
2013
Q4 | $39K | Hold |
68
| – | – | 0.03% | 109 |
|
2013
Q3 | $35.2K | Hold |
68
| – | – | 0.03% | 115 |
|
2013
Q2 | $36K | Buy |
+68
| New | +$36K | 0.03% | 116 |
|