Wealthcare Advisory Partners’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 |
-2
| Closed | -$2K | – | 1327 |
|
|
2021
Q1 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 1886 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | -$19K | – | 955 |
|
|
2020
Q1 | $19K | Sell |
20
-9
| -31% | -$8.55K | ﹤0.01% | 748 |
|
|
2019
Q4 | $33K | Hold |
29
| – | – | ﹤0.01% | 638 |
|
|
2019
Q3 | $34K | Buy |
29
+10
| +53% | +$11.7K | ﹤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% | -$7.26K | ﹤0.01% | 635 |
|
|
2018
Q2 | $27K | Buy |
25
+10
| +67% | +$10.8K | 0.01% | 593 |
|
|
2018
Q1 | $18K | Sell |
15
-4
| -21% | -$4.8K | ﹤0.01% | 605 |
|
|
2017
Q4 | $22K | Buy |
+19
| New | +$22K | 0.01% | 521 |
|