MWP
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MYCIO Wealth Partners’s Markel Group MKL Stock Holding History

MYCIO Wealth Partners’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% +$3.66K 0.08% 36
2022
Q2 		$235K Buy
182
+36
+25% +$49.4K 0.09% 33
2022
Q1 		$215K Buy
+146
New +$189K 0.07% 41
2016
Q3 		– Sell
-4
Closed -$4K – 960
2016
Q2 		$4K Buy
4
+2
+100% +$1.86K ﹤0.01% 718
2016
Q1 		$2K Buy
+2
New +$1.72K ﹤0.01% 712
2015
Q1 		– Sell
-127
Closed -$87K – 700
2014
Q4 		$87K Buy
+127
New +$86.1K 0.02% 211

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DC
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DSA
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