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 |
|