TrueWealth LLC’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19
| Closed | -$22K | – | 765 |
|
|
2019
Q4 | $22K | Hold |
19
| – | – | 0.01% | 366 |
|
|
2019
Q3 | $22K | Hold |
19
| – | – | 0.01% | 353 |
|
|
2019
Q2 | $21K | Sell |
19
-15
| -44% | -$16.6K | 0.01% | 362 |
|
|
2019
Q1 | $34K | Hold |
34
| – | – | 0.02% | 309 |
|
|
2018
Q4 | $35K | Hold |
34
| – | – | 0.02% | 291 |
|
|
2018
Q3 | $40K | Hold |
34
| – | – | 0.02% | 299 |
|
|
2018
Q2 | $37K | Hold |
34
| – | – | 0.02% | 302 |
|
|
2018
Q1 | $40K | Hold |
34
| – | – | 0.02% | 282 |
|
|
2017
Q4 | $39K | Buy |
+34
| New | +$39K | 0.02% | 310 |
|