First Trust Advisors’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
+145,965
| New | +$2.83M | ﹤0.01% | 1660 |
|
|
2023
Q1 | – | Sell |
-32,855
| Closed | -$322K | – | 2448 |
|
|
2022
Q4 | $322K | Buy |
32,855
+13,742
| +72% | +$135K | ﹤0.01% | 2299 |
|
|
2022
Q3 | $121K | Buy |
19,113
+9,068
| +90% | +$57.4K | ﹤0.01% | 2425 |
|
|
2022
Q2 | $59K | Buy |
+10,045
| New | +$59K | ﹤0.01% | 2472 |
|