National Wealth Management Group’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,031
| Closed | -$220K | – | 147 |
|
|
2023
Q3 | $220K | Buy |
+1,031
| New | +$220K | 0.24% | 114 |
|
|
2023
Q2 | – | Sell |
-1,124
| Closed | -$336K | – | 161 |
|
|
2023
Q1 | $336K | Sell |
1,124
-213
| -16% | -$63.7K | 0.38% | 87 |
|
|
2022
Q4 | $373K | Buy |
1,337
+67
| +5% | +$18.7K | 0.45% | 79 |
|
|
2022
Q3 | $283K | Buy |
+1,270
| New | +$283K | 0.37% | 94 |
|