Prospera Financial Services’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16
| Closed | -$21K | – | 1301 |
|
|
2022
Q2 | $21K | Buy |
16
+7
| +78% | +$9.19K | ﹤0.01% | 1201 |
|
|
2022
Q1 | $13K | Buy |
+9
| New | +$13K | ﹤0.01% | 1923 |
|
|
2021
Q3 | – | Sell |
-502
| Closed | -$595K | – | 831 |
|
|
2021
Q2 | $595K | Sell |
502
-4
| -0.8% | -$4.74K | 0.03% | 484 |
|
|
2021
Q1 | $577K | Buy |
506
+6
| +1% | +$6.84K | 0.03% | 453 |
|
|
2020
Q4 | $517K | Buy |
+500
| New | +$517K | 0.04% | 415 |
|
|
2020
Q3 | – | Sell |
-500
| Closed | -$462K | – | 1670 |
|
|
2020
Q2 | $462K | Hold |
500
| – | – | 0.04% | 368 |
|
|
2020
Q1 | $464K | Hold |
500
| – | – | 0.05% | 314 |
|
|
2019
Q4 | $572K | Hold |
500
| – | – | 0.04% | 357 |
|
|
2019
Q3 | $591K | Hold |
500
| – | – | 0.06% | 267 |
|
|
2019
Q2 | $545K | Sell |
500
-17
| -3% | -$18.5K | 0.06% | 271 |
|
|
2019
Q1 | $507K | Hold |
517
| – | – | 0.17% | 164 |
|
|
2018
Q4 | $537K | Hold |
517
| – | – | 0.11% | 186 |
|
|
2018
Q3 | $562K | Hold |
517
| – | – | 0.1% | 198 |
|
|
2018
Q2 | $561K | Hold |
517
| – | – | 0.08% | 212 |
|
|
2018
Q1 | $604K | Buy |
+517
| New | +$604K | 0.08% | 205 |
|