TFC Financial 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 | $30.7K | Hold |
210
| – | – | ﹤0.01% | 304 |
|
2025
Q1 | $31.2K | Hold |
210
| – | – | ﹤0.01% | 286 |
|
2024
Q4 | $27.5K | Hold |
210
| – | – | ﹤0.01% | 289 |
|
2024
Q3 | $26K | Buy |
210
+22
| +12% | +$2.72K | ﹤0.01% | 304 |
|
2024
Q2 | $19.9K | Hold |
188
| – | – | ﹤0.01% | 294 |
|
2024
Q1 | $19.6K | Buy |
188
+1
| +0.5% | +$104 | ﹤0.01% | 293 |
|
2023
Q4 | $17K | Buy |
187
+55
| +42% | +$5K | ﹤0.01% | 295 |
|
2023
Q3 | $10.6K | Hold |
132
| – | – | ﹤0.01% | 339 |
|
2023
Q2 | $9.04K | Hold |
132
| – | – | ﹤0.01% | 342 |
|
2023
Q1 | $10.4K | Hold |
132
| – | – | ﹤0.01% | 369 |
|
2022
Q4 | $8.57K | Buy |
132
+78
| +144% | +$5.07K | ﹤0.01% | 307 |
|
2022
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 385 |
|
2022
Q2 | $4K | Buy |
54
+29
| +116% | +$2.15K | ﹤0.01% | 354 |
|
2022
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 439 |
|
2021
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 443 |
|
2021
Q1 | – | Sell |
-40
| Closed | -$2K | – | 596 |
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 449 |
|
2020
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 420 |
|