EverSource Wealth Advisors’s Tradeweb Markets TW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Buy |
1,100
+763
| +226% | +$112K | 0.01% | 961 |
|
|
2025
Q1 | $50K | Buy |
337
+279
| +481% | +$41.4K | ﹤0.01% | 1242 |
|
|
2024
Q4 | $7.59K | Buy |
58
+32
| +123% | +$4.19K | ﹤0.01% | 2146 |
|
|
2024
Q3 | $3.22K | Buy |
26
+12
| +86% | +$1.48K | ﹤0.01% | 2394 |
|
|
2024
Q2 | $1.56K | Buy |
14
+6
| +75% | +$670 | ﹤0.01% | 2625 |
|
|
2024
Q1 | $813 | Buy |
8
+2
| +33% | +$203 | ﹤0.01% | 2635 |
|
|
2023
Q4 | $545 | Hold |
6
| – | – | ﹤0.01% | 2509 |
|
|
2023
Q3 | $481 | Hold |
6
| – | – | ﹤0.01% | 2380 |
|
|
2023
Q2 | $411 | Buy |
+6
| New | +$411 | ﹤0.01% | 2377 |
|