RWB
RMR Wealth Builders’s MarketAxess Holdings MKTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
2,025
+68
| +3% | +$15.2K | 0.04% | 174 |
|
|
2025
Q1 | $423K | Hold |
1,957
| – | – | 0.04% | 168 |
|
|
2024
Q4 | $442K | Sell |
1,957
-1
| -0.1% | -$226 | 0.05% | 167 |
|
|
2024
Q3 | $502K | Sell |
1,958
-7
| -0.4% | -$1.79K | 0.05% | 154 |
|
|
2024
Q2 | $394K | Hold |
1,965
| – | – | 0.05% | 171 |
|
|
2024
Q1 | $431K | Hold |
1,965
| – | – | 0.05% | 165 |
|
|
2023
Q4 | $575K | Buy |
1,965
+8
| +0.4% | +$2.34K | 0.08% | 129 |
|
|
2023
Q3 | $418K | Hold |
1,957
| – | – | 0.07% | 153 |
|
|
2023
Q2 | $512K | Hold |
1,957
| – | – | 0.09% | 114 |
|
|
2023
Q1 | $766K | Hold |
1,957
| – | – | 0.15% | 78 |
|
|
2022
Q4 | $546K | Hold |
1,957
| – | – | 0.12% | 89 |
|
|
2022
Q3 | $435K | Buy |
1,957
+1,156
| +144% | +$257K | 0.11% | 104 |
|
|
2022
Q2 | $205K | Hold |
801
| – | – | 0.05% | 186 |
|
|
2022
Q1 | $273K | Buy |
+801
| New | +$273K | 0.06% | 168 |
|
|
2021
Q4 | – | Sell |
-801
| Closed | -$337K | – | 175 |
|
|
2021
Q3 | $337K | Hold |
801
| – | – | 0.1% | 127 |
|
|
2021
Q2 | $371K | Hold |
801
| – | – | 0.12% | 117 |
|
|
2021
Q1 | $399K | Hold |
801
| – | – | 0.1% | 117 |
|
|
2020
Q4 | $457K | Hold |
801
| – | – | 0.22% | 79 |
|
|
2020
Q3 | $386K | Hold |
801
| – | – | 0.1% | 136 |
|
|
2020
Q2 | $401K | Buy |
+801
| New | +$401K | 0.36% | 65 |
|
|
2019
Q4 | $304K | Buy |
+801
| New | +$304K | 0.29% | 74 |
|