Bell Investment Advisors’s Tradeweb Markets TW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.4K | Hold |
146
| – | – | ﹤0.01% | 407 |
|
2025
Q1 | $21.7K | Hold |
146
| – | – | ﹤0.01% | 367 |
|
2024
Q4 | $19.1K | Hold |
146
| – | – | ﹤0.01% | 394 |
|
2024
Q3 | $18.1K | Hold |
146
| – | – | ﹤0.01% | 425 |
|
2024
Q2 | $15.5K | Buy |
146
+8
| +6% | +$848 | ﹤0.01% | 454 |
|
2024
Q1 | $14.4K | Sell |
138
-8
| -5% | -$833 | ﹤0.01% | 457 |
|
2023
Q4 | $13.3K | Sell |
146
-3
| -2% | -$273 | ﹤0.01% | 462 |
|
2023
Q3 | $12K | Sell |
149
-31
| -17% | -$2.49K | ﹤0.01% | 445 |
|
2023
Q2 | $12.3K | Buy |
180
+15
| +9% | +$1.03K | ﹤0.01% | 440 |
|
2023
Q1 | $13K | Buy |
165
+24
| +17% | +$1.9K | ﹤0.01% | 407 |
|
2022
Q4 | $9.16K | Buy |
141
+126
| +840% | +$8.18K | ﹤0.01% | 519 |
|
2022
Q3 | $1K | Sell |
15
-36
| -71% | -$2.4K | ﹤0.01% | 1606 |
|
2022
Q2 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 1027 |
|
2021
Q4 | $1K | Buy |
14
+3
| +27% | +$214 | ﹤0.01% | 1639 |
|
2021
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1594 |
|