Venturi Wealth 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 Q1	–	Sell	-90	Closed	-$11.8K	–	1732
2024 Q4	$11.8K	Buy	90 +24	+36%	+$3.14K	﹤0.01%	1388
2024 Q3	$8.16K	Sell	66 -34	-34%	-$4.21K	﹤0.01%	1242
2024 Q2	$10.6K	Buy	100 +76	+317%	+$8.06K	﹤0.01%	1090
2024 Q1	$2.5K	Buy	+24	New	+$2.5K	﹤0.01%	1219