Steward Partners Investment 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 | $512K | Sell |
3,498
-78
| -2% | -$11.4K | ﹤0.01% | 1288 |
|
|
2025
Q1 | $531K | Sell |
3,576
-82
| -2% | -$12.2K | ﹤0.01% | 1192 |
|
|
2024
Q4 | $479K | Sell |
3,658
-35
| -0.9% | -$4.58K | ﹤0.01% | 1189 |
|
|
2024
Q3 | $457K | Buy |
3,693
+1,638
| +80% | +$203K | ﹤0.01% | 1147 |
|
|
2024
Q2 | $218K | Hold |
2,055
| – | – | ﹤0.01% | 1403 |
|
|
2024
Q1 | $214K | Sell |
2,055
-1,000
| -33% | -$104K | ﹤0.01% | 1402 |
|
|
2023
Q4 | $278K | Sell |
3,055
-1,000
| -25% | -$90.9K | ﹤0.01% | 1249 |
|
|
2023
Q3 | $325K | Sell |
4,055
-165
| -4% | -$13.2K | 0.01% | 1096 |
|
|
2023
Q2 | $289K | Buy |
4,220
+165
| +4% | +$11.3K | ﹤0.01% | 1137 |
|
|
2023
Q1 | $320K | Hold |
4,055
| – | – | 0.01% | 1085 |
|
|
2022
Q4 | $263K | Hold |
4,055
| – | – | ﹤0.01% | 1131 |
|
|
2022
Q3 | $229K | Buy |
4,055
+55
| +1% | +$3.11K | ﹤0.01% | 1150 |
|
|
2022
Q2 | $273K | Hold |
4,000
| – | – | 0.01% | 1077 |
|
|
2022
Q1 | $351K | Hold |
4,000
| – | – | 0.01% | 1060 |
|
|
2021
Q4 | $401K | Hold |
4,000
| – | – | 0.01% | 1026 |
|
|
2021
Q3 | $323K | Buy |
+4,000
| New | +$323K | 0.01% | 1073 |
|
|
2021
Q1 | – | Sell |
-1,572
| Closed | -$98K | – | 3504 |
|
|
2020
Q4 | $98K | Hold |
1,572
| – | – | ﹤0.01% | 1373 |
|
|
2020
Q3 | $91K | Hold |
1,572
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q2 | $91K | Buy |
+1,572
| New | +$91K | ﹤0.01% | 1192 |
|