Wealthspire Advisors (Maryland)’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $378K | Buy |
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|
2019
Q1 | $188K | Sell |
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|
2018
Q4 | $223K | Sell |
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|
2018
Q3 | $273K | Sell |
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|
2018
Q2 | $270K | Buy |
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|
2018
Q1 | $280K | Sell |
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|
2017
Q4 | $409K | Sell |
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|
2017
Q3 | $404K | Sell |
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|
2017
Q2 | $374K | Hold |
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|
2017
Q1 | $374K | Sell |
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|
2016
Q4 | $351K | Sell |
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|
2016
Q3 | $398K | Sell |
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|
2016
Q2 | $422K | Sell |
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|
2016
Q1 | $867K | Buy |
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|
2015
Q4 | $844K | Buy |
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