SWM
Selective Wealth Management’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-25
| Closed | -$24K | – | 375 |
|
|
2020
Q3 | $24K | Hold |
25
| – | – | 0.02% | 140 |
|
|
2020
Q2 | $23K | Hold |
25
| – | – | 0.02% | 163 |
|
|
2020
Q1 | $23K | Hold |
25
| – | – | 0.04% | 95 |
|
|
2019
Q4 | $29K | Hold |
25
| – | – | 0.04% | 95 |
|
|
2019
Q3 | $30K | Sell |
25
-1,254
| -98% | -$1.5M | 0.04% | 97 |
|
|
2019
Q2 | $1.39M | Buy |
+1,279
| New | +$1.39M | 2.26% | 7 |
|
|
2018
Q3 | $30K | Buy |
+25
| New | +$30K | 0.36% | 46 |
|