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West Oak Capital’s Markel Group MKL Stock Holding History

West Oak Capital’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
2019
Q1 		– Sell
-15
Closed -$15.6K – 320
2018
Q4 		$15.6K Sell
15
-20
-57% -$21.9K 0.01% 224
2018
Q3 		$41.6K Hold
35
– – 0.02% 188
2018
Q2 		$38K Hold
35
– – 0.02% 190
2018
Q1 		$41K Sell
35
-95
-73% -$107K 0.02% 196
2017
Q4 		$148K Hold
130
– – 0.09% 123
2017
Q3 		$139K Hold
130
– – 0.08% 131
2017
Q2 		$127K Hold
130
– – 0.08% 139
2017
Q1 		$127K Buy
130
+15
+13% +$14.2K 0.08% 134
2016
Q4 		$104K Buy
115
+75
+188% +$66.9K 0.07% 140
2016
Q3 		$37.2K Hold
40
– – 0.03% 199
2016
Q2 		$38.1K Buy
+40
New +$37.3K 0.03% 178

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