Invictus Private Wealth’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-178
| Closed | -$280K | – | 86 |
|
|
2024
Q2 | $280K | Sell |
178
-27
| -13% | -$42.5K | 0.02% | 76 |
|
|
2024
Q1 | $312K | Sell |
205
-19
| -8% | -$28.9K | 0.03% | 75 |
|
|
2023
Q4 | $318K | Sell |
224
-5
| -2% | -$7.1K | 0.03% | 76 |
|
|
2023
Q3 | $337K | Sell |
229
-1
| -0.4% | -$1.47K | 0.04% | 69 |
|
|
2023
Q2 | $318K | Hold |
230
| – | – | 0.03% | 77 |
|
|
2023
Q1 | $294K | Hold |
230
| – | – | 0.03% | 75 |
|
|
2022
Q4 | $303K | Buy |
+230
| New | +$303K | 0.04% | 72 |
|