SYSTM Wealth Solutions’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-80
| Closed | -$126K | – | 421 |
|
|
2024
Q2 | $126K | Sell |
80
-983
| -92% | -$1.55M | 0.03% | 231 |
|
|
2024
Q1 | $1.62M | Sell |
1,063
-518
| -33% | -$788K | 0.2% | 142 |
|
|
2023
Q4 | $2.24M | Buy |
1,581
+642
| +68% | +$911K | 0.31% | 94 |
|
|
2023
Q3 | $1.38M | Buy |
939
+47
| +5% | +$69.2K | 0.21% | 134 |
|
|
2023
Q2 | $1.23M | Sell |
892
-23
| -3% | -$31.8K | 0.17% | 172 |
|
|
2023
Q1 | $1.17M | Sell |
915
-323
| -26% | -$413K | 0.18% | 156 |
|
|
2022
Q4 | $1.63M | Buy |
+1,238
| New | +$1.63M | 0.2% | 143 |
|