Atlas Capital Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20
| Closed | -$4.75K | – | 1017 |
|
|
2022
Q2 | $4.75K | Hold |
20
| – | – | ﹤0.01% | 851 |
|
|
2022
Q1 | $4.47K | Sell |
20
-9
| -31% | -$2.01K | ﹤0.01% | 805 |
|
|
2021
Q4 | $6.89K | Hold |
29
| – | – | ﹤0.01% | 772 |
|
|
2021
Q3 | $6.74K | Buy |
29
+20
| +222% | +$4.65K | ﹤0.01% | 776 |
|
|
2021
Q2 | $2.07K | Buy |
+9
| New | +$2.07K | ﹤0.01% | 875 |
|
|
2020
Q3 | – | Sell |
-178
| Closed | -$35.1K | – | 600 |
|
|
2020
Q2 | $35.1K | Sell |
178
-29
| -14% | -$5.71K | 0.01% | 506 |
|
|
2020
Q1 | $35.2K | Sell |
207
-1,320
| -86% | -$224K | 0.01% | 472 |
|
|
2019
Q4 | $308K | Sell |
1,527
-377
| -20% | -$76.1K | 0.08% | 260 |
|
|
2019
Q3 | $367K | Buy |
+1,904
| New | +$367K | 0.11% | 229 |
|