JFS Wealth 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 | $8.2K | Hold |
56
| – | – | ﹤0.01% | 929 |
|
|
2025
Q1 | $8.31K | Buy |
56
+1
| +2% | +$148 | ﹤0.01% | 936 |
|
|
2024
Q4 | $7.2K | Hold |
55
| – | – | ﹤0.01% | 973 |
|
|
2024
Q3 | $6.8K | Buy |
55
+1
| +2% | +$124 | ﹤0.01% | 1000 |
|
|
2024
Q2 | $5.72K | Hold |
54
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q1 | $5.63K | Hold |
54
| – | – | ﹤0.01% | 1056 |
|
|
2023
Q4 | $4.91K | Buy |
54
+4
| +8% | +$364 | ﹤0.01% | 1064 |
|
|
2023
Q3 | $4.01K | Buy |
50
+6
| +14% | +$481 | ﹤0.01% | 1092 |
|
|
2023
Q2 | $3.01K | Sell |
44
-4
| -8% | -$274 | ﹤0.01% | 1226 |
|
|
2023
Q1 | $3.79K | Buy |
48
+5
| +12% | +$395 | ﹤0.01% | 1108 |
|
|
2022
Q4 | $2.79K | Hold |
43
| – | – | ﹤0.01% | 1239 |
|
|
2022
Q3 | $2K | Buy |
43
+21
| +95% | +$977 | ﹤0.01% | 1407 |
|
|
2022
Q2 | $2K | Sell |
22
-9
| -29% | -$818 | ﹤0.01% | 1397 |
|
|
2022
Q1 | $3K | Buy |
31
+17
| +121% | +$1.65K | ﹤0.01% | 1327 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1588 |
|