WAP
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Wealthcare Advisory Partners’s Markel Group MKL Stock Holding History

Wealthcare Advisory Partners’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2
Closed -$2K – 1327
2021
Q1 		$2K Buy
+2
New +$2.16K ﹤0.01% 1886
2020
Q2 		– Sell
-20
Closed -$19K – 955
2020
Q1 		$19K Sell
20
-9
-31% -$10.3K ﹤0.01% 748
2019
Q4 		$33K Hold
29
– – ﹤0.01% 638
2019
Q3 		$34K Buy
29
+10
+53% +$11.4K ﹤0.01% 621
2019
Q2 		$21K Hold
19
– – ﹤0.01% 714
2019
Q1 		$19K Hold
19
– – ﹤0.01% 671
2018
Q4 		$20K Hold
19
– – ﹤0.01% 623
2018
Q3 		$23K Sell
19
-6
-24% -$7.06K ﹤0.01% 635
2018
Q2 		$27K Buy
25
+10
+67% +$11.3K 0.01% 593
2018
Q1 		$18K Sell
15
-4
-21% -$4.5K ﹤0.01% 605
2017
Q4 		$22K Buy
+19
New +$20.8K 0.01% 521

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DSA
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DDC
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