CWM
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Centricity Wealth Management’s Tradeweb Markets TW Stock Holding History

Centricity Wealth Management’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.5K Hold
140
– – 0.02% 256
2025
Q1 		$20.8K Hold
140
– – 0.02% 249
2024
Q4 		$18.3K Buy
+140
New +$18.3K 0.02% 261