Dynamic Advisor Solutions’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 | $587K | Sell |
4,011
-2,630
| -40% | -$385K | 0.02% | 568 |
|
|
2025
Q1 | $986K | Buy |
+6,641
| New | +$986K | 0.03% | 420 |
|
|
2024
Q4 | – | Sell |
-6,633
| Closed | -$820K | – | 849 |
|
|
2024
Q3 | $820K | Sell |
6,633
-19
| -0.3% | -$2.35K | 0.02% | 502 |
|
|
2024
Q2 | $705K | Buy |
6,652
+1,968
| +42% | +$209K | 0.02% | 537 |
|
|
2024
Q1 | $488K | Buy |
+4,684
| New | +$488K | 0.02% | 610 |
|