WFG Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $27K | Buy |
28
+18
| +180% | +$17.4K | 0.01% | 871 |
|
|
2017
Q1 | $10K | Hold |
10
| – | – | ﹤0.01% | 1080 |
|
|
2016
Q4 | $9K | Sell |
10
-15
| -60% | -$13.5K | ﹤0.01% | 1135 |
|
|
2016
Q3 | $23K | Hold |
25
| – | – | 0.01% | 913 |
|
|
2016
Q2 | $24K | Hold |
25
| – | – | 0.01% | 880 |
|
|
2016
Q1 | $22K | Hold |
25
| – | – | 0.01% | 865 |
|
|
2015
Q4 | $22K | Hold |
25
| – | – | 0.01% | 873 |
|
|
2015
Q3 | $20K | Hold |
25
| – | – | 0.01% | 886 |
|
|
2015
Q2 | $20K | Hold |
25
| – | – | 0.01% | 978 |
|
|
2015
Q1 | $19K | Hold |
25
| – | – | 0.01% | 1008 |
|
|
2014
Q4 | $17K | Hold |
25
| – | – | ﹤0.01% | 1276 |
|
|
2014
Q3 | $16K | Hold |
25
| – | – | ﹤0.01% | 1344 |
|
|
2014
Q2 | $16K | Hold |
25
| – | – | ﹤0.01% | 1340 |
|
|
2014
Q1 | $15K | Hold |
25
| – | – | ﹤0.01% | 1351 |
|
|
2013
Q4 | $15K | Sell |
25
-14
| -36% | -$8.4K | ﹤0.01% | 1456 |
|
|
2013
Q3 | $20K | Hold |
39
| – | – | ﹤0.01% | 1283 |
|
|
2013
Q2 | $21K | Buy |
+39
| New | +$21K | ﹤0.01% | 1196 |
|