Buckingham Strategic Wealth’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-731
| Closed | -$204K | – | 709 |
|
2023
Q1 | $204K | Hold |
731
| – | – | ﹤0.01% | 566 |
|
2022
Q4 | $204K | Buy |
+731
| New | +$204K | ﹤0.01% | 568 |
|
2022
Q2 | – | Sell |
-1,129
| Closed | -$384K | – | 630 |
|
2022
Q1 | $384K | Buy |
1,129
+208
| +23% | +$70.7K | 0.01% | 417 |
|
2021
Q4 | $379K | Sell |
921
-496
| -35% | -$204K | 0.01% | 417 |
|
2021
Q3 | $596K | Sell |
1,417
-198
| -12% | -$83.3K | 0.01% | 323 |
|
2021
Q2 | $749K | Sell |
1,615
-30
| -2% | -$13.9K | 0.02% | 285 |
|
2021
Q1 | $819K | Buy |
1,645
+72
| +5% | +$35.8K | 0.04% | 258 |
|
2020
Q4 | $897K | Buy |
+1,573
| New | +$897K | 0.05% | 232 |
|