Wintrust Investments’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-185
| Closed | -$201K | – | 369 |
|
|
2018
Q2 | $201K | Hold |
185
| – | – | 0.03% | 340 |
|
|
2018
Q1 | $216K | Sell |
185
-35
| -16% | -$40.9K | 0.05% | 238 |
|
|
2017
Q4 | $251K | Sell |
220
-65
| -23% | -$74.2K | 0.06% | 250 |
|
|
2017
Q3 | $304K | Sell |
285
-126
| -31% | -$134K | 0.08% | 222 |
|
|
2017
Q2 | $401K | Sell |
411
-14
| -3% | -$13.7K | 0.11% | 193 |
|
|
2017
Q1 | $415K | Sell |
425
-16
| -4% | -$15.6K | 0.12% | 183 |
|
|
2016
Q4 | $399K | Hold |
441
| – | – | 0.17% | 123 |
|
|
2016
Q3 | $410K | Sell |
441
-170
| -28% | -$158K | 0.19% | 103 |
|
|
2016
Q2 | $82K | Buy |
+611
| New | +$82K | 0.16% | 47 |
|