Kestra Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
2,029
-3,125
| -61% | -$458K | ﹤0.01% | 1283 |
|
|
2025
Q1 | $765K | Buy |
5,154
+3,108
| +152% | +$461K | 0.01% | 782 |
|
|
2024
Q4 | $268K | Buy |
2,046
+186
| +10% | +$24.4K | ﹤0.01% | 1175 |
|
|
2024
Q3 | $230K | Sell |
1,860
-553
| -23% | -$68.4K | ﹤0.01% | 1203 |
|
|
2024
Q2 | $256K | Buy |
2,413
+245
| +11% | +$26K | 0.01% | 1108 |
|
|
2024
Q1 | $226K | Buy |
+2,168
| New | +$226K | 0.01% | 1126 |
|