Proficio Capital 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
Q2 | – | Sell |
-165
| Closed | -$211K | – | 307 |
|
|
2023
Q1 | $211K | Buy |
165
+1
| +0.6% | +$1.28K | 0.03% | 267 |
|
|
2022
Q4 | $216K | Buy |
+164
| New | +$216K | 0.04% | 254 |
|
|
2022
Q3 | – | Sell |
-167
| Closed | -$216K | – | 273 |
|
|
2022
Q2 | $216K | Buy |
167
+2
| +1% | +$2.59K | 0.04% | 256 |
|
|
2022
Q1 | $243K | Buy |
+165
| New | +$243K | 0.04% | 242 |
|
|
2019
Q3 | – | Sell |
-23
| Closed | -$25K | – | 973 |
|
|
2019
Q2 | $25K | Buy |
23
+4
| +21% | +$4.35K | 0.01% | 599 |
|
|
2019
Q1 | $19K | Sell |
19
-72
| -79% | -$72K | 0.01% | 672 |
|
|
2018
Q4 | $94K | Hold |
91
| – | – | 0.04% | 178 |
|
|
2018
Q3 | $108K | Hold |
91
| – | – | 0.04% | 189 |
|
|
2018
Q2 | $99K | Hold |
91
| – | – | 0.04% | 206 |
|
|
2018
Q1 | $106K | Sell |
91
-3
| -3% | -$3.5K | 0.03% | 200 |
|
|
2017
Q4 | $107K | Hold |
94
| – | – | 0.03% | 201 |
|
|
2017
Q3 | $100K | Hold |
94
| – | – | 0.04% | 242 |
|
|
2017
Q2 | $101K | Buy |
94
+27
| +40% | +$29K | 0.04% | 248 |
|
|
2017
Q1 | $66K | Buy |
67
+50
| +294% | +$49.3K | 0.03% | 324 |
|
|
2016
Q4 | $15K | Sell |
17
-42
| -71% | -$37.1K | 0.01% | 523 |
|
|
2016
Q3 | $55K | Sell |
59
-9
| -13% | -$8.39K | 0.03% | 254 |
|
|
2016
Q2 | $65K | Buy |
68
+65
| +2,167% | +$62.1K | 0.04% | 222 |
|
|
2016
Q1 | $3K | Hold |
3
| – | – | ﹤0.01% | 646 |
|
|
2015
Q4 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 568 |
|