LA
Legacy Advisors’s Tradeweb Markets TW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,354
| Closed | -$795K | – | 373 |
|
|
2025
Q1 | $795K | Sell |
5,354
-49
| -0.9% | -$7.28K | 0.08% | 194 |
|
|
2024
Q4 | $707K | Sell |
5,403
-764
| -12% | -$100K | 0.07% | 213 |
|
|
2024
Q3 | $763K | Sell |
6,167
-246
| -4% | -$30.4K | 0.08% | 189 |
|
|
2024
Q2 | $680K | Buy |
6,413
+103
| +2% | +$10.9K | 0.08% | 178 |
|
|
2024
Q1 | $657K | Buy |
6,310
+473
| +8% | +$49.3K | 0.08% | 184 |
|
|
2023
Q4 | $530K | Sell |
5,837
-1
| -0% | -$91 | 0.07% | 186 |
|
|
2023
Q3 | $468K | Buy |
5,838
+288
| +5% | +$23.1K | 0.08% | 186 |
|
|
2023
Q2 | $380K | Buy |
5,550
+261
| +5% | +$17.9K | 0.06% | 197 |
|
|
2023
Q1 | $418K | Buy |
5,289
+380
| +8% | +$30K | 0.08% | 166 |
|
|
2022
Q4 | $319K | Buy |
+4,909
| New | +$319K | 0.06% | 185 |
|