Greenhaven Road Investment Management’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-34,433
| Closed | -$391K | – | 18 |
|
2024
Q4 | $391K | Sell |
34,433
-141,701
| -80% | -$1.61M | 0.06% | 13 |
|
2024
Q3 | $2.35M | Sell |
176,134
-38,532
| -18% | -$515K | 1% | 12 |
|
2024
Q2 | $4.98M | Sell |
214,666
-5,165
| -2% | -$120K | 2.31% | 10 |
|
2024
Q1 | $7.61M | Hold |
219,831
| – | – | 3.22% | 9 |
|
2023
Q4 | $12M | Sell |
219,831
-7,687
| -3% | -$420K | 5.04% | 8 |
|
2023
Q3 | $7.28K | Hold |
227,518
| – | – | 0.37% | 15 |
|
2023
Q2 | $9.1M | Buy |
227,518
+9,726
| +4% | +$389K | 0.46% | 15 |
|
2023
Q1 | $7.32M | Hold |
217,792
| – | – | 0.42% | 17 |
|
2022
Q4 | $7.32M | Hold |
217,792
| – | – | 4.72% | 8 |
|
2022
Q3 | $9.93M | Buy |
217,792
+92,792
| +74% | +$4.23M | 5.97% | 6 |
|
2022
Q2 | $9M | Hold |
125,000
| – | – | 4.62% | 6 |
|
2022
Q1 | $11.8M | Hold |
125,000
| – | – | 3.85% | 7 |
|
2021
Q4 | $18.9M | Hold |
125,000
| – | – | 4.25% | 9 |
|
2021
Q3 | $20.7M | Buy |
+125,000
| New | +$20.7M | 4.08% | 9 |
|