LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2
| Closed | -$2K | – | 737 |
|
|
2018
Q4 | $2K | Hold |
2
| – | – | ﹤0.01% | 634 |
|
|
2018
Q3 | $2K | Hold |
2
| – | – | ﹤0.01% | 605 |
|
|
2018
Q2 | $2K | Hold |
2
| – | – | ﹤0.01% | 617 |
|
|
2018
Q1 | $2K | Hold |
2
| – | – | ﹤0.01% | 665 |
|
|
2017
Q4 | $2K | Hold |
2
| – | – | ﹤0.01% | 655 |
|
|
2017
Q3 | $2K | Hold |
2
| – | – | ﹤0.01% | 654 |
|
|
2017
Q2 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 623 |
|
|
2014
Q2 | – | Sell |
-10
| Closed | -$6K | – | 629 |
|
|
2014
Q1 | $6K | Buy |
+10
| New | +$6K | ﹤0.01% | 571 |
|