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Trek Financial’s Markel Group MKL Stock Holding History

Trek Financial’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-391
Closed -$555K – 418
2023
Q4 		$555K Sell
391
-22
-5% -$31.2K 0.05% 178
2023
Q3 		$608K Buy
+413
New +$608K 0.06% 164