Schubert & Co’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 |
-6
| Closed | -$7.67K | – | 923 |
|
2023
Q1 | $7.67K | Buy |
6
+1
| +20% | +$1.28K | 0.01% | 294 |
|
2022
Q4 | $6.59K | Buy |
5
+2
| +67% | +$2.64K | 0.01% | 330 |
|
2022
Q3 | $3K | Sell |
3
-5
| -63% | -$5K | ﹤0.01% | 640 |
|
2022
Q2 | $10K | Buy |
8
+3
| +60% | +$3.75K | 0.01% | 186 |
|
2022
Q1 | $7K | Buy |
5
+2
| +67% | +$2.8K | 0.01% | 136 |
|
2021
Q4 | $4K | Buy |
+3
| New | +$4K | ﹤0.01% | 176 |
|