MYCIO Wealth Partners’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-185
| Closed | -$244K | – | 50 |
|
|
2022
Q4 | $244K | Hold |
185
| – | – | 0.08% | 39 |
|
|
2022
Q3 | $201K | Buy |
185
+3
| +2% | +$3.26K | 0.08% | 36 |
|
|
2022
Q2 | $235K | Buy |
182
+36
| +25% | +$46.5K | 0.09% | 33 |
|
|
2022
Q1 | $215K | Buy |
+146
| New | +$215K | 0.07% | 41 |
|
|
2016
Q3 | – | Sell |
-4
| Closed | -$4K | – | 960 |
|
|
2016
Q2 | $4K | Buy |
4
+2
| +100% | +$2K | ﹤0.01% | 718 |
|
|
2016
Q1 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 712 |
|
|
2015
Q1 | – | Sell |
-127
| Closed | -$87K | – | 700 |
|
|
2014
Q4 | $87K | Buy |
+127
| New | +$87K | 0.02% | 211 |
|