Steward Partners Investment Advisory’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84K | Sell |
194
-1
| -0.5% | -$20 | ﹤0.01% | 3563 |
|
|
2025
Q1 | $1.93K | Hold |
195
| – | – | ﹤0.01% | 3653 |
|
|
2024
Q4 | $2.22K | Hold |
195
| – | – | ﹤0.01% | 3611 |
|
|
2024
Q3 | $2.61K | Sell |
195
-3
| -2% | -$40 | ﹤0.01% | 3383 |
|
|
2024
Q2 | $4.59K | Hold |
198
| – | – | ﹤0.01% | 3071 |
|
|
2024
Q1 | $6.84K | Hold |
198
| – | – | ﹤0.01% | 2946 |
|
|
2023
Q4 | $10.8K | Hold |
198
| – | – | ﹤0.01% | 2674 |
|
|
2023
Q3 | $6.33K | Hold |
198
| – | – | ﹤0.01% | 2745 |
|
|
2023
Q2 | $7.91K | Hold |
198
| – | – | ﹤0.01% | 2646 |
|
|
2023
Q1 | $7.32K | Hold |
198
| – | – | ﹤0.01% | 2659 |
|
|
2022
Q4 | $6.64K | Sell |
198
-2
| -1% | -$67 | ﹤0.01% | 2676 |
|
|
2022
Q3 | $9K | Buy |
200
+180
| +900% | +$8.1K | ﹤0.01% | 2577 |
|
|
2022
Q2 | $1K | Sell |
20
-274
| -93% | -$13.7K | ﹤0.01% | 3135 |
|
|
2022
Q1 | $28K | Buy |
294
+7
| +2% | +$667 | ﹤0.01% | 2207 |
|
|
2021
Q4 | $43K | Buy |
287
+86
| +43% | +$12.9K | ﹤0.01% | 1988 |
|
|
2021
Q3 | $33K | Buy |
+201
| New | +$33K | ﹤0.01% | 2085 |
|