Valeo Financial Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5
| Closed | -$6K | – | 1200 |
|
|
2021
Q1 | $6K | Hold |
5
| – | – | ﹤0.01% | 1425 |
|
|
2020
Q4 | $5K | Hold |
5
| – | – | ﹤0.01% | 1340 |
|
|
2020
Q3 | $5K | Sell |
5
-16
| -76% | -$16K | ﹤0.01% | 1215 |
|
|
2020
Q2 | $19K | Buy |
21
+3
| +17% | +$2.71K | ﹤0.01% | 1018 |
|
|
2020
Q1 | $18K | Hold |
18
| – | – | ﹤0.01% | 891 |
|
|
2019
Q4 | $21K | Buy |
18
+6
| +50% | +$7K | ﹤0.01% | 903 |
|
|
2019
Q3 | $14K | Hold |
12
| – | – | ﹤0.01% | 930 |
|
|
2019
Q2 | $13K | Sell |
12
-5
| -29% | -$5.42K | ﹤0.01% | 958 |
|
|
2019
Q1 | $17K | Hold |
17
| – | – | ﹤0.01% | 821 |
|
|
2018
Q4 | $18K | Hold |
17
| – | – | ﹤0.01% | 728 |
|
|
2018
Q3 | $18K | Hold |
17
| – | – | ﹤0.01% | 793 |
|
|
2018
Q2 | $20K | Sell |
17
-4
| -19% | -$4.71K | ﹤0.01% | 759 |
|
|
2018
Q1 | $25K | Hold |
21
| – | – | ﹤0.01% | 652 |
|
|
2017
Q4 | $24K | Buy |
21
+17
| +425% | +$19.4K | ﹤0.01% | 625 |
|
|
2017
Q3 | $4K | Buy |
+4
| New | +$4K | ﹤0.01% | 911 |
|