Concurrent Investment Advisors’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,086
| Closed | -$235K | – | 1371 |
|
2025
Q1 | $235K | Buy |
1,086
+4
| +0.4% | +$865 | 0.01% | 1044 |
|
2024
Q4 | $245K | Sell |
1,082
-46
| -4% | -$10.4K | 0.01% | 896 |
|
2024
Q3 | $289K | Sell |
1,128
-21
| -2% | -$5.38K | 0.01% | 787 |
|
2024
Q2 | $230K | Buy |
+1,149
| New | +$230K | 0.01% | 814 |
|
2024
Q1 | – | Sell |
-1,268
| Closed | -$371K | – | 909 |
|
2023
Q4 | $371K | Buy |
+1,268
| New | +$371K | 0.02% | 571 |
|