BerganKDV Wealth Management’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 1085 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1024 |
|
|
2022
Q2 | $0 | Sell |
1
-4
| -80% | – | ﹤0.01% | 1021 |
|
|
2022
Q1 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 861 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 1103 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1076 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1000 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | -$1K | – | 714 |
|
|
2018
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 606 |
|
|
2018
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 630 |
|