Spire Wealth Management’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 | $88.9K | Sell |
607
-6,738
| -92% | -$986K | ﹤0.01% | 1019 |
|
2025
Q1 | $1.09M | Buy |
7,345
+6,928
| +1,661% | +$1.03M | 0.03% | 385 |
|
2024
Q4 | $54.6K | Buy |
417
+117
| +39% | +$15.3K | ﹤0.01% | 1250 |
|
2024
Q3 | $37.1K | Hold |
300
| – | – | ﹤0.01% | 1231 |
|
2024
Q2 | $31.8K | Sell |
300
-7,486
| -96% | -$794K | ﹤0.01% | 1267 |
|
2024
Q1 | $811K | Sell |
7,786
-539
| -6% | -$56.1K | 0.01% | 417 |
|
2023
Q4 | $815K | Buy |
8,325
+8,025
| +2,675% | +$786K | 0.03% | 404 |
|
2023
Q3 | $24.1K | Hold |
300
| – | – | ﹤0.01% | 1434 |
|
2023
Q2 | $20.5K | Hold |
300
| – | – | ﹤0.01% | 1581 |
|
2023
Q1 | $23.7K | Hold |
300
| – | – | ﹤0.01% | 1552 |
|
2022
Q4 | $19K | Hold |
300
| – | – | ﹤0.01% | 1397 |
|
2022
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 1395 |
|
2022
Q2 | $20K | Hold |
300
| – | – | ﹤0.01% | 1678 |
|
2022
Q1 | $26K | Sell |
300
-800
| -73% | -$69.3K | ﹤0.01% | 1707 |
|
2021
Q4 | $110K | Hold |
1,100
| – | – | ﹤0.01% | 1368 |
|
2021
Q3 | $89K | Buy |
1,100
+800
| +267% | +$64.7K | ﹤0.01% | 1237 |
|
2021
Q2 | $25K | Hold |
300
| – | – | ﹤0.01% | 1786 |
|
2021
Q1 | $22K | Buy |
+300
| New | +$22K | ﹤0.01% | 2115 |
|