Wealthspire Advisors (Maryland)’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-347
| Closed | -$378K | – | 479 |
|
|
2019
Q2 | $378K | Buy |
347
+158
| +84% | +$172K | 0.03% | 303 |
|
|
2019
Q1 | $188K | Sell |
189
-26
| -12% | -$25.9K | 0.01% | 452 |
|
|
2018
Q4 | $223K | Sell |
215
-15
| -7% | -$15.6K | 0.02% | 381 |
|
|
2018
Q3 | $273K | Sell |
230
-19
| -8% | -$22.6K | 0.02% | 385 |
|
|
2018
Q2 | $270K | Buy |
249
+10
| +4% | +$10.8K | 0.02% | 388 |
|
|
2018
Q1 | $280K | Sell |
239
-120
| -33% | -$141K | 0.03% | 376 |
|
|
2017
Q4 | $409K | Sell |
359
-19
| -5% | -$21.6K | 0.04% | 298 |
|
|
2017
Q3 | $404K | Sell |
378
-5
| -1% | -$5.34K | 0.04% | 281 |
|
|
2017
Q2 | $374K | Hold |
383
| – | – | 0.04% | 288 |
|
|
2017
Q1 | $374K | Sell |
383
-5
| -1% | -$4.88K | 0.05% | 243 |
|
|
2016
Q4 | $351K | Sell |
388
-41
| -10% | -$37.1K | 0.05% | 242 |
|
|
2016
Q3 | $398K | Sell |
429
-14
| -3% | -$13K | 0.06% | 212 |
|
|
2016
Q2 | $422K | Sell |
443
-529
| -54% | -$504K | 0.07% | 190 |
|
|
2016
Q1 | $867K | Buy |
972
+16
| +2% | +$14.3K | 0.15% | 99 |
|
|
2015
Q4 | $844K | Buy |
+956
| New | +$844K | 0.16% | 101 |
|