Legacy Advisors’s Tradeweb Markets TW Stock Holding History

Legacy Advisors’s Portfolio TW Stock Details TW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$795K	Sell
2024 Q4	$707K	Sell
2024 Q3	$763K	Sell
2024 Q2	$680K	Buy
2024 Q1	$657K	Buy
2023 Q4	$530K	Sell
2023 Q3	$468K	Buy
2023 Q2	$380K	Buy
2023 Q1	$418K	Buy
2022 Q4	$319K	Buy