RDFA
Ritter Daniher Financial Advisory’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20
| Closed | -$29.5K | – | 361 |
|
|
2023
Q3 | $29.5K | Buy |
20
+12
| +150% | +$17.7K | 0.01% | 166 |
|
|
2023
Q2 | $11.1K | Hold |
8
| – | – | ﹤0.01% | 212 |
|
|
2023
Q1 | $10.2K | Sell |
8
-61
| -88% | -$77.9K | ﹤0.01% | 209 |
|
|
2022
Q4 | $90.9K | Buy |
+69
| New | +$90.9K | 0.04% | 107 |
|