Morningstar Investment Services’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-799
| Closed | -$204K | – | 297 |
|
|
2024
Q3 | $204K | Sell |
799
-1,165
| -59% | -$297K | ﹤0.01% | 402 |
|
|
2024
Q2 | $392K | Sell |
1,964
-64
| -3% | -$12.8K | ﹤0.01% | 279 |
|
|
2024
Q1 | $442K | Buy |
2,028
+687
| +51% | +$150K | ﹤0.01% | 247 |
|
|
2023
Q4 | $397K | Buy |
+1,341
| New | +$397K | ﹤0.01% | 313 |
|
|
2023
Q2 | – | Sell |
-529
| Closed | -$204K | – | 249 |
|
|
2023
Q1 | $204K | Buy |
+529
| New | +$204K | ﹤0.01% | 226 |
|