AC
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Avestar Capital’s Willis Towers Watson WTW Stock Holding History

Avestar Capital’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,244
Closed -$293K – 387
2023
Q2 		$293K Sell
1,244
-12
-1% -$2.77K 0.05% 236
2023
Q1 		$293K Sell
1,256
-7
-0.6% -$1.69K 0.05% 238
2022
Q4 		$309K Sell
1,263
-106
-8% -$24.2K 0.06% 203
2022
Q3 		$275K Sell
1,369
-63
-4% -$13K 0.07% 204
2022
Q2 		$283K Buy
1,432
+247
+21% +$53K 0.07% 220
2022
Q1 		$281K Buy
1,185
+43
+4% +$9.85K 0.04% 327
2021
Q4 		$272K Buy
1,142
+129
+13% +$30.5K 0.03% 362
2021
Q3 		$235K Buy
+1,013
New +$225K 0.03% 396
2019
Q3 		– Sell
-3
Closed – – 852
2019
Q2 		$0 Hold
3
– – ﹤0.01% 987
2019
Q1 		$0 Hold
3
– – ﹤0.01% 990
2018
Q4 		$0 Hold
3
– – ﹤0.01% 1017
2018
Q3 		$0 Hold
3
– – ﹤0.01% 1019
2018
Q2 		$0 Buy
+3
New +$457 ﹤0.01% 1022

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