B. Riley Wealth 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
2023
Q2
Sell
-1,078
Closed -$251K 1654
2023
Q1
$251K Sell
1,078
-241
-18% -$56.2K 0.01% 1161
2022
Q4
$324K Buy
+1,319
New +$324K 0.01% 1009
2015
Q1
Sell
-492
Closed -$58 1997
2014
Q4
$58 Buy
+492
New +$58 ﹤0.01% 2013