Integrated Wealth Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2
| Closed | -$2K | – | 719 |
|
|
2016
Q3 | $2K | Sell |
2
-4
| -67% | -$4K | ﹤0.01% | 1072 |
|
|
2016
Q2 | $6K | Buy |
6
+4
| +200% | +$4K | ﹤0.01% | 876 |
|
|
2016
Q1 | $2K | Hold |
2
| – | – | ﹤0.01% | 1007 |
|
|
2015
Q4 | $2K | Hold |
2
| – | – | ﹤0.01% | 1097 |
|
|
2015
Q3 | $2K | Hold |
2
| – | – | ﹤0.01% | 1115 |
|
|
2015
Q2 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 1147 |
|