Principia Wealth Advisory’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
$878 Sell
6
-1
-14% -$146 ﹤0.01% 608
2025
Q1
$896 Buy
7
+2
+40% +$256 ﹤0.01% 419
2024
Q4
$655 Buy
+5
New +$655 ﹤0.01% 465