IIM
Ironwood Investment Management’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-690
| Closed | -$640K | – | 159 |
|
|
2020
Q1 | $640K | Buy |
690
+25
| +4% | +$23.2K | 0.64% | 56 |
|
|
2019
Q4 | $760K | Buy |
665
+15
| +2% | +$17.1K | 0.52% | 65 |
|
|
2019
Q3 | $768K | Hold |
650
| – | – | 0.58% | 61 |
|
|
2019
Q2 | $708K | Buy |
650
+45
| +7% | +$49K | 0.55% | 68 |
|
|
2019
Q1 | $603K | Buy |
605
+121
| +25% | +$121K | 0.49% | 80 |
|
|
2018
Q4 | $502K | Sell |
484
-11
| -2% | -$11.4K | 0.46% | 84 |
|
|
2018
Q3 | $588K | Buy |
495
+16
| +3% | +$19K | 0.41% | 93 |
|
|
2018
Q2 | $519K | Buy |
479
+6
| +1% | +$6.5K | 0.37% | 104 |
|
|
2018
Q1 | $554K | Buy |
473
+7
| +2% | +$8.2K | 0.4% | 96 |
|
|
2017
Q4 | $531K | Buy |
466
+6
| +1% | +$6.84K | 0.38% | 98 |
|
|
2017
Q3 | $491K | Buy |
460
+16
| +4% | +$17.1K | 0.35% | 106 |
|
|
2017
Q2 | $433K | Buy |
444
+3
| +0.7% | +$2.93K | 0.31% | 113 |
|
|
2017
Q1 | $430K | Buy |
441
+21
| +5% | +$20.5K | 0.32% | 114 |
|
|
2016
Q4 | $380K | Buy |
420
+9
| +2% | +$8.14K | 0.28% | 119 |
|
|
2016
Q3 | $382K | Buy |
411
+85
| +26% | +$79K | 0.29% | 122 |
|
|
2016
Q2 | $311K | Buy |
326
+2
| +0.6% | +$1.91K | 0.23% | 128 |
|
|
2016
Q1 | $289K | Buy |
324
+37
| +13% | +$33K | 0.19% | 132 |
|
|
2015
Q4 | $254K | Buy |
287
+13
| +5% | +$11.5K | 0.1% | 139 |
|
|
2015
Q3 | $220K | Buy |
+274
| New | +$220K | 0.08% | 144 |
|