Morningstar Investment Services’s Tradeweb Markets TW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,316
Closed -$247K 419
2024
Q2
$247K Sell
2,316
-220
-9% -$23.5K ﹤0.01% 342
2024
Q1
$265K Sell
2,536
-2,430
-49% -$254K ﹤0.01% 302
2023
Q4
$449K Buy
+4,966
New +$449K ﹤0.01% 299