GoalVest Advisory’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-67
| Closed | -$18.7K | – | 289 |
|
2022
Q4 | $18.7K | Hold |
67
| – | – | 0.01% | 161 |
|
2022
Q3 | $15K | Hold |
67
| – | – | 0.01% | 171 |
|
2022
Q2 | $18K | Hold |
67
| – | – | 0.01% | 228 |
|
2022
Q1 | $23K | Buy |
+67
| New | +$23K | 0.01% | 189 |
|
2021
Q2 | $31K | Hold |
67
| – | – | 0.02% | 167 |
|
2021
Q1 | $33K | Hold |
67
| – | – | 0.02% | 134 |
|
2020
Q4 | $38K | Buy |
+67
| New | +$38K | 0.03% | 129 |
|