Steward Partners Investment Advisory’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84K | Sell |
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|
2025
Q1 | $1.93K | Hold |
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|
2024
Q4 | $2.22K | Hold |
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|
2024
Q3 | $2.61K | Sell |
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|
2024
Q2 | $4.59K | Hold |
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|
2024
Q1 | $6.84K | Hold |
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|
2023
Q4 | $10.8K | Hold |
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|
2023
Q3 | $6.33K | Hold |
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|
2023
Q2 | $7.91K | Hold |
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|
2023
Q1 | $7.32K | Hold |
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|
2022
Q4 | $6.64K | Sell |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q4 | $43K | Buy |
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|
2021
Q3 | $33K | Buy |
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