Steward Partners Investment Advisory’s Tradeweb Markets TW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Sell |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $479K | Sell |
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|
2024
Q3 | $457K | Buy |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $325K | Sell |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $320K | Hold |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $273K | Hold |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $401K | Hold |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $98K | Hold |
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|
2020
Q3 | $91K | Hold |
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|
2020
Q2 | $91K | Buy |
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