Cresset Asset Management’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	-1,000	Closed	-$13.4K	–	1912
2024 Q3	$13.4K	Hold	1,000	–	–	﹤0.01%	2058
2024 Q2	$23.2K	Buy	1,000 +455	+83%	+$10.6K	﹤0.01%	1968
2024 Q1	$19K	Hold	545	–	–	﹤0.01%	1864
2023 Q4	$29.8K	Buy	+545	New	+$29.8K	﹤0.01%	1763