Plante Moran Financial 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 | – | Sell |
-200
| Closed | -$29.7K | – | 867 |
|
|
2025
Q1 | $29.7K | Buy |
+200
| New | +$29.7K | ﹤0.01% | 426 |
|
|
2022
Q3 | – | Sell |
-34
| Closed | -$2K | – | 1086 |
|
|
2022
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 849 |
|
|
2021
Q3 | – | Sell |
-110
| Closed | -$9K | – | 1022 |
|
|
2021
Q2 | $9K | Hold |
110
| – | – | ﹤0.01% | 699 |
|
|
2021
Q1 | $8K | Hold |
110
| – | – | ﹤0.01% | 696 |
|
|
2020
Q4 | $7K | Hold |
110
| – | – | ﹤0.01% | 670 |
|
|
2020
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 673 |
|
|
2020
Q2 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 582 |
|