Sterneck Capital Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-271
| Closed | -$217K | – | 135 |
|
2015
Q2 | $217K | Sell |
271
-400
| -60% | -$320K | 0.12% | 126 |
|
2015
Q1 | $516K | Sell |
671
-2,950
| -81% | -$2.27M | 0.28% | 76 |
|
2014
Q4 | $2.47M | Sell |
3,621
-53
| -1% | -$36.2K | 1.47% | 26 |
|
2014
Q3 | $2.34M | Buy |
3,674
+2
| +0.1% | +$1.27K | 1.4% | 27 |
|
2014
Q2 | $2.41M | Sell |
3,672
-1,013
| -22% | -$664K | 1.41% | 23 |
|
2014
Q1 | $2.79M | Sell |
4,685
-514
| -10% | -$306K | 1.52% | 24 |
|
2013
Q4 | $3.02M | Buy |
5,199
+60
| +1% | +$34.8K | 1.83% | 12 |
|
2013
Q3 | $2.66M | Buy |
5,139
+286
| +6% | +$148K | 1.69% | 17 |
|
2013
Q2 | $2.56M | Buy |
+4,853
| New | +$2.56M | 1.61% | 21 |
|