Sonen Capital’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-212
| Closed | -$312K | – | 75 |
|
|
2023
Q3 | $312K | Hold |
212
| – | – | 0.61% | 61 |
|
|
2023
Q2 | $293K | Hold |
212
| – | – | 0.49% | 65 |
|
|
2023
Q1 | $271K | Sell |
212
-107
| -34% | -$137K | 0.46% | 71 |
|
|
2022
Q4 | $420K | Buy |
319
+24
| +8% | +$31.6K | 0.69% | 64 |
|
|
2022
Q3 | $320K | Buy |
+295
| New | +$320K | 0.52% | 84 |
|