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