Williams & Novak’s MarketWise MKTW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,767
Closed -$139K 143
2025
Q1
$139K Sell
13,767
-608
-4% -$6.14K 0.14% 99
2024
Q4
$163K Buy
14,375
+6,760
+89% +$76.7K 0.16% 110
2024
Q3
$102K Buy
7,615
+3,718
+95% +$49.7K 0.1% 117
2024
Q2
$90.4K Buy
+3,897
New +$90.4K 0.08% 116