West Oak Capital’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-15
| Closed | -$15.6K | – | 320 |
|
|
2018
Q4 | $15.6K | Sell |
15
-20
| -57% | -$20.8K | 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% | -$111K | 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% | +$14.6K | 0.08% | 134 |
|
|
2016
Q4 | $104K | Buy |
115
+75
| +188% | +$67.8K | 0.07% | 140 |
|
|
2016
Q3 | $37.2K | Hold |
40
| – | – | 0.03% | 199 |
|
|
2016
Q2 | $38.1K | Buy |
+40
| New | +$38.1K | 0.03% | 178 |
|