Clearstead 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
$17.9K Sell
122
-133
-52% -$19.5K ﹤0.01% 1667
2025
Q1
$37.9K Buy
255
+103
+68% +$15.3K ﹤0.01% 1244
2024
Q4
$19.9K Sell
152
-535
-78% -$70.1K ﹤0.01% 1387
2024
Q3
$85K Buy
687
+85
+14% +$10.5K ﹤0.01% 1062
2024
Q2
$63.8K Buy
602
+137
+29% +$14.5K ﹤0.01% 1107
2024
Q1
$51K Buy
465
+65
+16% +$7.13K ﹤0.01% 753
2023
Q4
$36.4K Sell
400
-670
-63% -$60.9K ﹤0.01% 815
2023
Q3
$85.8K Buy
+1,070
New +$85.8K ﹤0.01% 769