B. Riley Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-583
| Closed | -$291K | – | 1422 |
|
|
2021
Q1 | $291K | Buy |
583
+35
| +6% | +$17.5K | 0.01% | 1018 |
|
|
2020
Q4 | $313K | Sell |
548
-376
| -41% | -$215K | 0.02% | 731 |
|
|
2020
Q3 | $450K | Buy |
+924
| New | +$450K | 0.02% | 571 |
|
|
2017
Q3 | – | Sell |
-2,149
| Closed | -$433K | – | 573 |
|
|
2017
Q2 | $433K | Sell |
2,149
-55
| -2% | -$11.1K | 0.08% | 279 |
|
|
2017
Q1 | $414K | Sell |
2,204
-75
| -3% | -$14.1K | 0.08% | 270 |
|
|
2016
Q4 | $335K | Sell |
2,279
-89
| -4% | -$13.1K | 0.07% | 322 |
|
|
2016
Q3 | $393K | Sell |
2,368
-197
| -8% | -$32.7K | 0.08% | 323 |
|
|
2016
Q2 | $373K | Buy |
2,565
+660
| +35% | +$96K | 0.07% | 335 |
|
|
2016
Q1 | $238K | Buy |
+1,905
| New | +$238K | 0.06% | 417 |
|
|
2015
Q1 | – | Sell |
-1,700
| Closed | -$122 | – | 1409 |
|
|
2014
Q4 | $122 | Buy |
+1,700
| New | +$122 | ﹤0.01% | 1609 |
|