Berman Capital 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
Q3 | $97K | Sell |
231
-2
| -0.9% | -$840 | 0.02% | 448 |
|
|
2021
Q2 | $108K | Buy |
233
+49
| +27% | +$22.7K | 0.02% | 362 |
|
|
2021
Q1 | $91K | Buy |
184
+42
| +30% | +$20.8K | 0.02% | 334 |
|
|
2020
Q4 | $81K | Buy |
142
+4
| +3% | +$2.28K | 0.02% | 290 |
|
|
2020
Q3 | $66K | Hold |
138
| – | – | 0.02% | 287 |
|
|
2020
Q2 | $69K | Buy |
138
+13
| +10% | +$6.5K | 0.02% | 275 |
|
|
2020
Q1 | $41K | Sell |
125
-25
| -17% | -$8.2K | 0.01% | 325 |
|
|
2019
Q4 | $56K | Hold |
150
| – | – | 0.02% | 305 |
|
|
2019
Q3 | $49K | Hold |
150
| – | – | 0.02% | 307 |
|
|
2019
Q2 | $48K | Hold |
150
| – | – | 0.02% | 311 |
|
|
2019
Q1 | $36K | Buy |
150
+5
| +3% | +$1.2K | 0.01% | 329 |
|
|
2018
Q4 | $30K | Buy |
+145
| New | +$30K | 0.01% | 315 |
|