SOA Wealth Advisors’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5
| Closed | -$6.39K | – | 965 |
|
|
2023
Q1 | $6.39K | Hold |
5
| – | – | ﹤0.01% | 586 |
|
|
2022
Q4 | $6.59K | Hold |
5
| – | – | ﹤0.01% | 574 |
|
|
2022
Q3 | $5K | Hold |
5
| – | – | ﹤0.01% | 607 |
|
|
2022
Q2 | $6K | Hold |
5
| – | – | ﹤0.01% | 568 |
|
|
2022
Q1 | $7K | Hold |
5
| – | – | ﹤0.01% | 642 |
|
|
2021
Q4 | $6K | Hold |
5
| – | – | ﹤0.01% | 638 |
|
|
2021
Q3 | $5K | Buy |
+5
| New | +$5K | ﹤0.01% | 688 |
|