B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-39
| Closed | -$4K | – | 762 |
|
|
2015
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 897 |
|
|
2015
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 898 |
|
|
2014
Q4 | $4K | Buy |
39
+1
| +3% | +$103 | ﹤0.01% | 885 |
|
|
2014
Q3 | $4K | Hold |
38
| – | – | ﹤0.01% | 935 |
|
|
2014
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 970 |
|
|
2014
Q1 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 923 |
|