IFP Advisors’s Tradeweb Markets TW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
1,522
+612
| +67% | +$89.6K | 0.01% | 1222 |
|
|
2025
Q1 | $135K | Buy |
910
+640
| +237% | +$95.2K | ﹤0.01% | 1360 |
|
|
2024
Q4 | $35.6K | Sell |
270
-290
| -52% | -$38.2K | ﹤0.01% | 1998 |
|
|
2024
Q3 | $69.4K | Buy |
560
+28
| +5% | +$3.47K | ﹤0.01% | 1571 |
|
|
2024
Q2 | $56.5K | Sell |
532
-1,075
| -67% | -$114K | ﹤0.01% | 1621 |
|
|
2024
Q1 | $167K | Buy |
1,607
+1,411
| +720% | +$147K | 0.01% | 1084 |
|
|
2023
Q4 | $17.9K | Buy |
196
+2
| +1% | +$182 | ﹤0.01% | 1962 |
|
|
2023
Q3 | $15.6K | Hold |
194
| – | – | ﹤0.01% | 2059 |
|
|
2023
Q2 | $13.3K | Hold |
194
| – | – | ﹤0.01% | 2190 |
|
|
2023
Q1 | $6.96K | Sell |
194
-146
| -43% | -$5.24K | ﹤0.01% | 2433 |
|
|
2022
Q4 | $19K | Buy |
340
+37
| +12% | +$2.07K | ﹤0.01% | 2938 |
|
|
2022
Q3 | $21K | Hold |
303
| – | – | ﹤0.01% | 3052 |
|
|
2022
Q2 | $21K | Hold |
303
| – | – | ﹤0.01% | 2809 |
|
|
2022
Q1 | $21K | Buy |
303
+231
| +321% | +$16K | ﹤0.01% | 2809 |
|
|
2021
Q4 | $8K | Buy |
+72
| New | +$8K | ﹤0.01% | 2272 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4534 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4323 |
|
|
2021
Q1 | – | Sell |
-2,440
| Closed | -$148K | – | 4203 |
|
|
2020
Q4 | $148K | Buy |
2,440
+156
| +7% | +$9.46K | 0.01% | 942 |
|
|
2020
Q3 | $134K | Buy |
+2,284
| New | +$134K | 0.01% | 858 |
|