LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $156K | Sell |
160
-20
| -11% | -$19.5K | 0.08% | 116 |
|
|
2016
Q4 | $163K | Buy |
180
+40
| +29% | +$36.2K | 0.09% | 113 |
|
|
2016
Q3 | $130K | Hold |
140
| – | – | 0.07% | 133 |
|
|
2016
Q2 | $133K | Hold |
140
| – | – | 0.07% | 131 |
|
|
2016
Q1 | $125K | Sell |
140
-140
| -50% | -$125K | 0.07% | 132 |
|
|
2015
Q4 | $247K | Hold |
280
| – | – | 0.14% | 103 |
|
|
2015
Q3 | $225K | Buy |
280
+240
| +600% | +$193K | 0.14% | 101 |
|
|
2015
Q2 | $32K | Hold |
40
| – | – | 0.02% | 191 |
|
|
2015
Q1 | $31K | Hold |
40
| – | – | 0.02% | 189 |
|
|
2014
Q4 | $27K | Hold |
40
| – | – | 0.02% | 191 |
|
|
2014
Q3 | $25K | Buy |
+40
| New | +$25K | 0.02% | 214 |
|