Souders 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,990
| Closed | -$273K | – | 156 |
|
|
2023
Q2 | $273K | Buy |
3,990
+40
| +1% | +$2.74K | 0.05% | 139 |
|
|
2023
Q1 | $312K | Buy |
3,950
+10
| +0.3% | +$790 | 0.07% | 132 |
|
|
2022
Q4 | $256K | Buy |
3,940
+390
| +11% | +$25.3K | 0.06% | 141 |
|
|
2022
Q3 | $200K | Buy |
3,550
+297
| +9% | +$16.7K | 0.05% | 143 |
|
|
2022
Q2 | $222K | Buy |
3,253
+429
| +15% | +$29.3K | 0.06% | 129 |
|
|
2022
Q1 | $248K | Buy |
+2,824
| New | +$248K | 0.07% | 126 |
|