Lee Financial’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35
| Closed | -$10.3K | – | 562 |
|
|
2023
Q4 | $10.3K | Sell |
35
-7
| -17% | -$1.69K | ﹤0.01% | 425 |
|
|
2023
Q3 | $8.97K | Hold |
42
| – | – | ﹤0.01% | 426 |
|
|
2023
Q2 | $11K | Hold |
42
| – | – | ﹤0.01% | 394 |
|
|
2023
Q1 | $16.4K | Hold |
42
| – | – | ﹤0.01% | 342 |
|
|
2022
Q4 | $11.7K | Buy |
+42
| New | +$10.8K | ﹤0.01% | 433 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | -$2K | – | 936 |
|
|
2022
Q2 | $2K | Buy |
+6
| New | +$1.64K | ﹤0.01% | 711 |
|
|
2021
Q1 | – | Sell |
-24
| Closed | -$14K | – | 502 |
|
|
2020
Q4 | $14K | Sell |
24
-8
| -25% | -$4.36K | ﹤0.01% | 336 |
|
|
2020
Q3 | $15K | Sell |
32
-4
| -11% | -$1.98K | ﹤0.01% | 347 |
|
|
2020
Q2 | $18K | Sell |
36
-21
| -37% | -$9.78K | 0.01% | 289 |
|
|
2020
Q1 | $19K | Hold |
57
| – | – | 0.01% | 235 |
|
|
2019
Q4 | $22K | Hold |
57
| – | – | ﹤0.01% | 249 |
|
|
2019
Q3 | $19K | Sell |
57
-16
| -22% | -$5.73K | ﹤0.01% | 257 |
|
|
2019
Q2 | $23K | Sell |
73
-18
| -20% | -$5.2K | 0.01% | 252 |
|
|
2019
Q1 | $22K | Sell |
91
-14
| -13% | -$3.17K | 0.01% | 249 |
|
|
2018
Q4 | $22K | Hold |
105
| – | – | 0.01% | 220 |
|
|
2018
Q3 | $19K | Sell |
105
-30
| -22% | -$5.76K | ﹤0.01% | 255 |
|
|
2018
Q2 | $27K | Hold |
135
| – | – | 0.01% | 309 |
|
|
2018
Q1 | $30K | Buy |
135
+30
| +29% | +$6.17K | 0.01% | 303 |
|
|
2017
Q4 | $21K | Hold |
105
| – | – | 0.01% | 248 |
|
|
2017
Q3 | $19K | Hold |
105
| – | – | 0.01% | 249 |
|
|
2017
Q2 | $21K | Sell |
105
-5
| -5% | -$958 | 0.01% | 246 |
|
|
2017
Q1 | $21K | Hold |
110
| – | – | 0.01% | 217 |
|
|
2016
Q4 | $16K | Buy |
+110
| New | +$17.5K | 0.01% | 241 |
|
Other funds holding MKTX
GAM
