Cerity Partners’s MarketWise MKTW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-22,120
Closed -$296K 2531
2024
Q3
$296K Buy
22,120
+20,314
+1,125% +$272K ﹤0.01% 2072
2024
Q2
$41.9K Buy
+1,806
New +$41.9K ﹤0.01% 2177