Wheatland Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-200
| Closed | -$229K | – | 67 |
|
|
2019
Q4 | $229K | Hold |
200
| – | – | 0.29% | 83 |
|
|
2019
Q3 | $236K | Hold |
200
| – | – | 0.21% | 91 |
|
|
2019
Q2 | $218K | Buy |
+200
| New | +$218K | 0.16% | 95 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$208K | – | 101 |
|
|
2018
Q4 | $208K | Hold |
200
| – | – | 0.18% | 88 |
|
|
2018
Q3 | $238K | Hold |
200
| – | – | 0.18% | 92 |
|
|
2018
Q2 | $217K | Hold |
200
| – | – | 0.18% | 91 |
|
|
2018
Q1 | $234K | Hold |
200
| – | – | 0.19% | 90 |
|
|
2017
Q4 | $228K | Hold |
200
| – | – | 0.18% | 94 |
|
|
2017
Q3 | $214K | Buy |
+200
| New | +$214K | 0.18% | 93 |
|