Rowland Carmichael 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
Q4 | $267K | Hold |
258
| – | – | 0.08% | 245 |
|
|
2020
Q3 | $251K | Hold |
258
| – | – | 0.1% | 234 |
|
|
2020
Q2 | $238K | Hold |
258
| – | – | 0.1% | 231 |
|
|
2020
Q1 | $239K | Hold |
258
| – | – | 0.12% | 207 |
|
|
2019
Q4 | $295K | Hold |
258
| – | – | 0.1% | 229 |
|
|
2019
Q3 | $305K | Hold |
258
| – | – | 0.1% | 213 |
|
|
2019
Q2 | $281K | Hold |
258
| – | – | 0.1% | 216 |
|
|
2019
Q1 | $257K | Sell |
258
-75
| -23% | -$74.7K | 0.09% | 210 |
|
|
2018
Q4 | $346K | Hold |
333
| – | – | 0.15% | 159 |
|
|
2018
Q3 | $396K | Hold |
333
| – | – | 0.15% | 158 |
|
|
2018
Q2 | $361K | Sell |
333
-25
| -7% | -$27.1K | 0.15% | 175 |
|
|
2018
Q1 | $419K | Hold |
358
| – | – | 0.23% | 133 |
|
|
2017
Q4 | $408K | Buy |
358
+58
| +19% | +$66.1K | 0.21% | 141 |
|
|
2017
Q3 | $320K | Hold |
300
| – | – | 0.18% | 163 |
|
|
2017
Q2 | $293K | Hold |
300
| – | – | 0.17% | 166 |
|
|
2017
Q1 | $293K | Hold |
300
| – | – | 0.18% | 159 |
|
|
2016
Q4 | $271K | Buy |
+300
| New | +$271K | 0.16% | 175 |
|