Cypress Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,594
| Closed | -$486K | – | 139 |
|
|
2017
Q1 | $486K | Hold |
2,594
| – | – | 0.22% | 99 |
|
|
2016
Q4 | $381K | Sell |
2,594
-856
| -25% | -$126K | 0.17% | 114 |
|
|
2016
Q3 | $571K | Hold |
3,450
| – | – | 0.26% | 86 |
|
|
2016
Q2 | $502K | Hold |
3,450
| – | – | 0.25% | 92 |
|
|
2016
Q1 | $431K | Hold |
3,450
| – | – | 0.2% | 108 |
|
|
2015
Q4 | $385K | Hold |
3,450
| – | – | 0.2% | 107 |
|
|
2015
Q3 | $320K | Hold |
3,450
| – | – | 0.17% | 121 |
|
|
2015
Q2 | $320K | Buy |
+3,450
| New | +$320K | 0.19% | 109 |
|