Peloton Wealth Strategists’s MarketAxess Holdings MKTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,635
Closed -$479K 95
2023
Q4
$479K Sell
1,635
-180
-10% -$52.7K 0.21% 77
2023
Q3
$388K Sell
1,815
-70
-4% -$15K 0.18% 81
2023
Q2
$493K Sell
1,885
-15
-0.8% -$3.92K 0.22% 73
2023
Q1
$743K Buy
1,900
+85
+5% +$33.2K 0.34% 66
2022
Q4
$506K Sell
1,815
-725
-29% -$202K 0.24% 72
2022
Q3
$565K Sell
2,540
-1,125
-31% -$250K 0.29% 67
2022
Q2
$938K Sell
3,665
-445
-11% -$114K 0.46% 63
2022
Q1
$1.4M Buy
4,110
+250
+6% +$85K 0.58% 60
2021
Q4
$1.59M Buy
3,860
+715
+23% +$294K 0.64% 56
2021
Q3
$1.32M Buy
+3,145
New +$1.32M 0.54% 60