Sigma Planning Corp’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-726
| Closed | -$670K | – | 1109 |
|
|
2020
Q2 | $670K | Buy |
+726
| New | +$670K | 0.03% | 495 |
|
|
2020
Q1 | – | Sell |
-511
| Closed | -$584K | – | 1021 |
|
|
2019
Q4 | $584K | Sell |
511
-56
| -10% | -$64K | 0.02% | 546 |
|
|
2019
Q3 | $670K | Sell |
567
-7
| -1% | -$8.27K | 0.03% | 478 |
|
|
2019
Q2 | $625K | Buy |
574
+52
| +10% | +$56.6K | 0.03% | 480 |
|
|
2019
Q1 | $520K | Buy |
+522
| New | +$520K | 0.03% | 501 |
|
|
2017
Q3 | – | Sell |
-491
| Closed | -$479K | – | 856 |
|
|
2017
Q2 | $479K | Sell |
491
-10
| -2% | -$9.76K | 0.05% | 421 |
|
|
2017
Q1 | $489K | Sell |
501
-46
| -8% | -$44.9K | 0.05% | 399 |
|
|
2016
Q4 | $495K | Buy |
+547
| New | +$495K | 0.05% | 351 |
|
|
2016
Q2 | – | Sell |
-630
| Closed | -$562K | – | 730 |
|
|
2016
Q1 | $562K | Buy |
630
+41
| +7% | +$36.6K | 0.08% | 286 |
|
|
2015
Q4 | $520K | Buy |
589
+25
| +4% | +$22.1K | 0.07% | 300 |
|
|
2015
Q3 | $452K | Buy |
+564
| New | +$452K | 0.07% | 319 |
|