Reilly Financial Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3
| Closed | -$3K | – | 939 |
|
|
2020
Q1 | $3K | Hold |
3
| – | – | ﹤0.01% | 744 |
|
|
2019
Q4 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 786 |
|
|
2019
Q1 | – | Sell |
-15
| Closed | -$16K | – | 988 |
|
|
2018
Q4 | $16K | Buy |
+15
| New | +$16K | ﹤0.01% | 551 |
|
|
2016
Q4 | – | Sell |
-15
| Closed | -$14K | – | 871 |
|
|
2016
Q3 | $14K | Hold |
15
| – | – | ﹤0.01% | 464 |
|
|
2016
Q2 | $14K | Hold |
15
| – | – | ﹤0.01% | 440 |
|
|
2016
Q1 | $13K | Buy |
+15
| New | +$13K | ﹤0.01% | 525 |
|
|
2015
Q4 | – | Sell |
-15
| Closed | -$12K | – | 1040 |
|
|
2015
Q3 | $12K | Hold |
15
| – | – | ﹤0.01% | 736 |
|
|
2015
Q2 | $12K | Hold |
15
| – | – | ﹤0.01% | 811 |
|
|
2015
Q1 | $12K | Hold |
15
| – | – | ﹤0.01% | 804 |
|
|
2014
Q4 | $10K | Buy |
+15
| New | +$10K | ﹤0.01% | 508 |
|