Glassman Wealth Services’s Tradeweb Markets TW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-59
Closed -$5.36K 1702
2023
Q4
$5.36K Hold
59
﹤0.01% 1059
2023
Q3
$4.73K Hold
59
﹤0.01% 1090
2023
Q2
$4.04K Hold
59
﹤0.01% 1052
2023
Q1
$4.66K Hold
59
﹤0.01% 1018
2022
Q4
$3.83K Buy
59
+32
+119% +$2.08K ﹤0.01% 1103
2022
Q3
$2K Sell
27
-41
-60% -$3.04K ﹤0.01% 1270
2022
Q2
$5K Buy
68
+52
+325% +$3.82K ﹤0.01% 1029
2022
Q1
$1K Buy
+16
New +$1K ﹤0.01% 1533