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 |
|