Curi 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
Q3 | – | Sell |
-491
| Closed | -$126K | – | 497 |
|
|
2022
Q2 | $126K | Buy |
491
+19
| +4% | +$4.88K | 0.02% | 153 |
|
|
2022
Q1 | $160K | Buy |
472
+48
| +11% | +$16.3K | 0.03% | 127 |
|
|
2021
Q4 | $174K | Buy |
+424
| New | +$174K | 0.03% | 116 |
|
|
2021
Q2 | – | Sell |
-424
| Closed | -$211K | – | 94 |
|
|
2021
Q1 | $211K | Hold |
424
| – | – | 0.13% | 85 |
|
|
2020
Q4 | $241K | Buy |
+424
| New | +$241K | 0.17% | 73 |
|