Spinnaker Trust’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-225
| Closed | -$296K | – | 260 |
|
2022
Q4 | $296K | Hold |
225
| – | – | 0.02% | 229 |
|
2022
Q3 | $244K | Hold |
225
| – | – | 0.02% | 240 |
|
2022
Q2 | $291K | Hold |
225
| – | – | 0.02% | 230 |
|
2022
Q1 | $332K | Hold |
225
| – | – | 0.02% | 223 |
|
2021
Q4 | $278K | Hold |
225
| – | – | 0.02% | 247 |
|
2021
Q3 | $269K | Buy |
+225
| New | +$269K | 0.02% | 240 |
|