Avitas Wealth Management’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,399
| Closed | -$1.43M | – | 181 |
|
|
2020
Q1 | $1.43M | Sell |
8,399
-4,424
| -35% | -$752K | 0.65% | 60 |
|
|
2019
Q4 | $2.59M | Buy |
12,823
+43
| +0.3% | +$8.68K | 0.66% | 69 |
|
|
2019
Q3 | $2.47M | Buy |
12,780
+174
| +1% | +$33.6K | 0.68% | 66 |
|
|
2019
Q2 | $2.42M | Sell |
12,606
-4,314
| -25% | -$826K | 0.67% | 68 |
|
|
2019
Q1 | $2.97M | Buy |
16,920
+157
| +0.9% | +$27.6K | 0.86% | 47 |
|
|
2018
Q4 | $2.55M | Buy |
+16,763
| New | +$2.55M | 0.84% | 55 |
|