Marcum Wealth’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-793
| Closed | -$326K | – | 393 |
|
|
2021
Q4 | $326K | Buy |
793
+56
| +8% | +$23K | 0.05% | 235 |
|
|
2021
Q3 | $310K | Buy |
737
+21
| +3% | +$8.83K | 0.05% | 234 |
|
|
2021
Q2 | $332K | Hold |
716
| – | – | 0.05% | 206 |
|
|
2021
Q1 | $357K | Buy |
716
+54
| +8% | +$26.9K | 0.06% | 193 |
|
|
2020
Q4 | $378K | Buy |
+662
| New | +$378K | 0.09% | 84 |
|