EverSource Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $280K | Buy |
1,254
+1,187
| +1,772% | +$265K | 0.01% | 700 |
|
2025
Q1 | $14.5K | Buy |
67
+50
| +294% | +$10.8K | ﹤0.01% | 1886 |
|
2024
Q4 | $3.84K | Buy |
17
+1
| +6% | +$226 | ﹤0.01% | 2457 |
|
2024
Q3 | $4.1K | Buy |
16
+2
| +14% | +$512 | ﹤0.01% | 2300 |
|
2024
Q2 | $3.13K | Buy |
14
+6
| +75% | +$1.34K | ﹤0.01% | 2396 |
|
2024
Q1 | $1.6K | Sell |
8
-5
| -38% | -$1K | ﹤0.01% | 2445 |
|
2023
Q4 | $3.81K | Sell |
13
-201
| -94% | -$58.9K | ﹤0.01% | 1965 |
|
2023
Q3 | $45.7K | Sell |
214
-12
| -5% | -$2.56K | ﹤0.01% | 843 |
|
2023
Q2 | $59.1K | Sell |
226
-4
| -2% | -$1.05K | 0.01% | 772 |
|
2023
Q1 | $90K | Buy |
230
+4
| +2% | +$1.57K | 0.01% | 571 |
|
2022
Q4 | $63K | Buy |
226
+169
| +296% | +$47.1K | 0.01% | 660 |
|
2022
Q3 | $13K | Buy |
57
+43
| +307% | +$9.81K | ﹤0.01% | 1047 |
|
2022
Q2 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 1409 |
|
2022
Q1 | – | Sell |
-18
| Closed | -$7K | – | 1796 |
|
2021
Q4 | $7K | Buy |
+18
| New | +$7K | ﹤0.01% | 1120 |
|