Clearstead Advisors’s Tradeweb Markets TW Stock Holding History

Clearstead Advisors’s Portfolio TW Stock Details TW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$222	Sell
2025 Q2	$17.9K	Sell
2025 Q1	$37.9K	Buy
2024 Q4	$19.9K	Sell
2024 Q3	$85K	Buy
2024 Q2	$63.8K	Buy
2024 Q1	$51K	Buy
2023 Q4	$36.4K	Sell
2023 Q3	$85.8K	Buy