Envestnet Portfolio Solutions’s Tradeweb Markets TW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
2,248
-158
| -7% | -$23.1K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $357K | Sell |
2,406
-3,656
| -60% | -$543K | ﹤0.01% | 1208 |
|
|
2024
Q4 | $794K | Sell |
6,062
-1,220
| -17% | -$160K | ﹤0.01% | 1033 |
|
|
2024
Q3 | $901K | Buy |
7,282
+557
| +8% | +$68.9K | ﹤0.01% | 941 |
|
|
2024
Q2 | $713K | Sell |
6,725
-679
| -9% | -$72K | ﹤0.01% | 985 |
|
|
2024
Q1 | $771K | Buy |
7,404
+4,961
| +203% | +$517K | ﹤0.01% | 937 |
|
|
2023
Q4 | $222K | Sell |
2,443
-1,648
| -40% | -$150K | ﹤0.01% | 1451 |
|
|
2023
Q3 | $328K | Buy |
+4,091
| New | +$328K | ﹤0.01% | 1182 |
|