Leith Wheeler Investment Counsel’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-247
| Closed | -$281K | – | 33 |
|
|
2017
Q4 | $281K | Sell |
247
-47
| -16% | -$53.5K | 0.49% | 30 |
|
|
2017
Q3 | $313K | Hold |
294
| – | – | 0.13% | 28 |
|
|
2017
Q2 | $287K | Hold |
294
| – | – | 0.13% | 27 |
|
|
2017
Q1 | $287K | Buy |
+294
| New | +$287K | 0.19% | 28 |
|
|
2016
Q4 | – | Sell |
-528
| Closed | -$643K | – | 19 |
|
|
2016
Q3 | $643K | Hold |
528
| – | – | 0.43% | 3 |
|
|
2016
Q2 | $654K | Buy |
+528
| New | +$654K | 0.45% | 4 |
|