SWS
SYSTM Wealth Solutions’s MarketAxess Holdings MKTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,062
| Closed | -$227K | – | 1016 |
|
|
2023
Q3 | $227K | Buy |
1,062
+154
| +17% | +$32.9K | 0.03% | 416 |
|
|
2023
Q2 | $237K | Sell |
908
-153
| -14% | -$40K | 0.03% | 425 |
|
|
2023
Q1 | $415K | Sell |
1,061
-5
| -0.5% | -$1.96K | 0.06% | 331 |
|
|
2022
Q4 | $297K | Buy |
+1,066
| New | +$297K | 0.04% | 441 |
|